Persistence Filter - CRM Channel Partners

This Guide helps to Understand the Persistence Filter to efficiently search, filter, and manage data within the Channel Partners section of the CRM.

Applying Filters

Go to the Channel Partners section in the CRM.
Hover over any column header.
Click on the three-dot menu (⋮) on the column.

Select the Filter option from the dropdown.

In the Value field, enter the data you want to search.

You can add multiple filters by clicking on the Add Filter button and selecting other columns as needed.

Operators like Equals, Contains, Starts With, etc., can be adjusted based on your specific filtering requirements.
To remove all active filters at once, simply click the Remove All button.

Managing Columns

Click on the three-dot menu (⋮) on any column.

Select Manage Column.

A popup will appear on the right side.

From the popup, you can show or hide columns by checking/unchecking them.

This helps you customize your view and focus only on the essential details, avoiding unnecessary clutter.

This menu provides interactive options for customizing and managing table columns to enhance data visibility and usability. Below is a detailed explanation of each option:

🔼 Sort by ASC (Ascending)

Sorts the selected column in ascending order (A to Z for text, smallest to largest for numbers, earliest to latest for dates).

🔽 Sort by DESC (Descending)

Sorts the selected column in descending order (Z to A for text, largest to smallest for numbers, latest to earliest for dates).

📌 Pin to Left

Locks (pins) the selected column to the left side of the table. Pinned columns remain visible when horizontally scrolling.

📌 Pin to Right

Locks (pins) the selected column to the right side of the table. Useful for keeping important columns in view during horizontal scroll.

🔍 Filter

Applies a filter to the selected column, allowing you to display only the rows that meet specific criteria.

👁️ Hide Column

Hides the selected column from the table view. Hidden columns can be restored using the Manage columns option.

🗂️ Manage Columns

Opens a column management panel where you can:

Show/Hide multiple columns
Reorder columns
Reset to default column view

Filter Operators Explanation

Operator	Description	Example
Contains	Shows results where the field has the entered value anywhere.	Searching “Tech” will show: “Tech Corp”, “FinTech Pvt Ltd”
Equals	Shows results that exactly match the entered value.	Searching “ABC Pvt Ltd” will only show exact matches.
Does Not Equal	Shows results that do not match the entered value.	Entering “ABC Pvt Ltd” will hide all “ABC Pvt Ltd” entries.
Starts With	Shows results where the field begins with the entered value.	Searching “Star” will show: “Star Enterprises”, “StarTech”
Ends With	Shows results where the field ends with the entered value.	Searching “Ltd” will show: “Tech Ltd”, “Vision Ltd”
Is Empty	Shows results where the field is completely blank.	Example: Records with missing “Email” will appear.
Is Not Empty	Shows results where the field has some value.	Example: Records where “Phone Number” is filled will appear.
Is Any Of	Accepts multiple values separated by commas and shows matches.	Entering “Tech Ltd, Star Enterprises” will show both entries.

Accessing Old Filters

Previous or saved filters are still available on the same page.
To access them, click on the funnel icon (Filter icon) on the top right.

🔹 Accessing Filters (New Functionality)

A complete guide for using filters on Data Grids, covering all supported column types and filter conditions.

Hover over any column header (e.g., CITY).
Click the ⋮ (three-dot icon) that appears.
Click Filter in the dropdown.

🔸 Supported Filter Operators by Column Type

🟦 Text Columns (e.g., VENDOR NAME, CITY, EMAIL)

Operator	Description	Example
contains	Cell contains substring	Girish → matches GIRISH KUMAR
equals	Exact match	Delhi
starts with	Starts with substring	Gu → matches Gaurav
ends with	Ends with substring	arma → matches Viswakarma
is empty	Cell is blank	-
is not empty	Cell has any text	Non-blank
is any of	Matches any of multiple values	Delhi,Maharashtra

🟩 Numeric Columns (e.g., ID, Mobile)

Operator	Description	Example
equals / =	Exact match	123
not equals / !=	Not equal to	!= 123
>	Greater than	> 100
<	Less than	< 5000
>=, <=	Greater or equal / Less or equal	>= 1000
is empty	No value present
is not empty	Value is present

🟨 Boolean Columns

Operator	Description
is true	True values only
is false	False values only
is empty	No value assigned
is not empty	Has value

🟥 Date Columns (e.g., CREATED AT, UPDATED AT)

Operator	Description
is	Matches exact date
before	Matches before selected date
after	Matches after selected date
on or after	Matches on or after selected date
on or before	Matches on or before selected date
is empty	No date value
is not empty	Date is present

🟪 Multiple Filters on Same Column

You can apply multiple filters to the same column.
Example:

starts with: Gu
AND contains: Sharma

🧹 Clearing Filters

Remove one: Click X icon and clear input.

Clear all: Use remove all, at the top-right of the grid.

📌 Usage Examples

Filter by STATE = Maharashtra AND STATUS = Cold
CITY starts with “T”
EMAIL is empty
VENDOR NAME contains “Priti”

🛠 Best Practices

Combine filters across columns for advanced search.
Use column manager to declutter views.
Use pin options to fix important columns.

Prepared By: Akshay Sharma, Aparmita Srivastav

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How to use filters

Persistence Filter - CRM Channel Partners

Applying Filters

Managing Columns