> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# List Filters

> How to create, manage, and use filters

## **Section 1: Creating a New Filter**

### **Step 1: Access List Filters**

* Navigate to the **CRM home page**.
* Go to the **"Tools"** section in the side menu.
* Click **“List Filters”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image1.png)

### **Step 2: Choose List Type**

* Click on **“List Type”**.
* Select from available types:
  * Channel Partner
  * Leads
  * Call Report
  * Customers

### **Step 3: Start Creating a Filter**

* Choose **“Channel Partners”** from the list type.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image2.png)

* Click the **“+Rule”** button.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image3.png)

### **Step 4: Add Conditions to the Filter**

1. Select **"Vendor Name"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image4.png)

2. Add another rule and choose **"State"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image5.png)

3. ### Clicking on the equal sign opens the operator list,

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image6.png)

4. ### We have to select according to our need, for learning right now we will go with the equal sign.  **(Operator References has been given in the button of the Document)**
5. Select the “=” sign.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image7.png)

6. Now To select the required state, Click on the state dropdown that appears. That will give the list of states.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image8.png)

7. From the dropdown, choose **"Delhi"** as the state.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image9.png)

### **Step 5: Save the Rule**

* Click on **“Save”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image10.png)

* In the **Name** field, enter a descriptive filter name (e.g., **"Trial Delhi Filter"**).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image11.png)

* Click **“Submit”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image12.png)

### **Step 6: Verify Filter Creation**

* Go back to **“List Type”**.
* Check under **Existing Lists**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image13.png)

* Confirm the filter **“Trial Delhi Filter”** appears in the dropdown.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image14.png)

***

## **Section 2: Sending Notifications Using Filters**

### **Step 7: Navigate to Notifications**

* From CRM, go to **“Marketing”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image15.png)

* Select **“Notifications”**, then choose **“App Notifications”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image16.png)

### **Step 8: Prepare to Send**

* Click on the **three dots** next to the template you want to use.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image17.png)

* Click **“Send”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image18.png)

* Choose the **“Channel”**, then select **“Channel Partners”**.

### **Step 9: Apply the Filter**

* Click on **“Channel”**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image19.png)

* Select **“Channel Partners”.**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image20.png)

* Click on **“Filters”**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image21.png)

* Select the filter you created (**Trial Delhi Filter**).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image22.png)

* The system displays the **total recipients matching the filter**.
  * For example: *State = Delhi → 87 matches*

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image23.png)

### **Please check the count carefully once or twice before sending the notification to avoid any mistakes, View the total recipients again.**

### **Step 10: Confirm and Send**

### After thoroughly checking the count, filters, and channel details, click the consent checkbox to proceed.

* Carefully verify:
  * The count of recipients
  * Filter conditions
  * Channel details
* Tick the **Consent Checkbox** to proceed.
* Click **“Push Notification”**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image24.png)

### **Step 11: Confirmation**

* You will see a **“Message sent successfully”** notification at the top-right.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/utils/List-Filters/image25.png)

***

## **OPERATOR REFERENCES**

## **Comparison Operators Reference**

| Operator | Meaning                  | Example     |
| -------- | ------------------------ | ----------- |
| `=`      | Equal to                 | Age `=` 30  |
| `!=`     | Not equal to             | Age `!=` 30 |
| `<`      | Less than                | Age `<` 30  |
| `>`      | Greater than             | Age `>` 30  |
| `<=`     | Less than or equal to    | Age `<=` 30 |
| `>=`     | Greater than or equal to | Age `>=` 30 |

***

## **Text Matching Operators**

| Operator            | Description                      | Example                              |
| ------------------- | -------------------------------- | ------------------------------------ |
| contains            | Includes specified text          | Name contains "John"                 |
| begins with         | Starts with specified text       | Name begins with "A"                 |
| ends with           | Ends with specified text         | Email ends with "@gmail.com"         |
| does not contain    | Excludes specific text           | Name does not contain "John"         |
| does not begin with | Doesn’t start with specific text | Name does not begin with "A"         |
| does not end with   | Doesn’t end with specific text   | Email does not end with "@gmail.com" |

***

## **Null Check Operators**

| Operator    | Meaning          | Example           |
| ----------- | ---------------- | ----------------- |
| is null     | Value is blank   | Phone is null     |
| is not null | Value is present | Email is not null |

***

## **List Operators**

| Operator | Meaning            | Example                       |
| -------- | ------------------ | ----------------------------- |
| in       | Belongs to a list  | Country in (India, Nepal)     |
| not in   | Excluded from list | Country not in (India, Nepal) |

***

## **Range Operators**

| Operator    | Meaning       | Example                   |
| ----------- | ------------- | ------------------------- |
| between     | Within range  | Age between 18 and 25     |
| not between | Outside range | Age not between 18 and 25 |

***

**Prepared By:** Aparmita Srivastav