7. How to Filter the Actions Table

When your Actions table grows large, the Fast Filters panel allows you to narrow down results instantly by any combination of fields. Filters are available directly above the table.

1. Open the Fast Filters panel:

In the Actions module, click the Filter button (funnel icon) at the top left of the table.

2. Understand the Available Filter Fields

Field	Type	What It Does
Created date	Date-range picker	Limits results to actions created within the specified date range. Supports dynamic presets: “Up to now” and “From now on”.
Creator	Dropdown	Shows only actions created by the selected team member(s).
Type	Dropdown	Filters by action type—Note, Call, or Comment.
Subtype	Grouped multi-select (conditional)	Appears once one or more Types are selected. Subtypes are visually grouped under their parent Type for clarity.
Client	Dropdown	Restricts to actions associated with one or more specific clients.
Action date	Date-range picker	Limits to actions whose scheduled or recorded “Action date” falls within the range. Supports dynamic presets: “Up to now” and “From now on”.
Responsible	Dropdown	Shows only actions assigned to the selected person(s) for follow-up.

Note: Subtype availability depends on your system configuration. Subtypes are grouped under their corresponding Type in the selector.

3. Apply Your Filters:

The panel includes the following elements:
Created date – a date-range selector that filters actions by their creation timestamp.
Action Date – a second date-range selector used for the scheduled or performed date of an action.
Creator – filters actions by the user who created them.
Responsible – displays only the actions assigned to selected team members for follow-up.
Types – filters by the action’s main category (for example, Note, Call, Comment, Meeting, etc.).
Subtypes – appears automatically once one or more Types are selected. Subtypes are grouped under their parent Type, allowing you to clearly see which subtypes belong to which action category. Multiple subtypes across different types can be selected.
Clients – restricts the view to actions linked to specific clients.
Apply – applies the selected filters and refreshes the table view.
Drop filters – clears all active filters at once.
Create view – saves your current filter combination for repeated use.

How to use Fast Filters:

1. Use the Search box for quick lookups by keyword, client name, or action ID.

2. To filter by dates:
   Use Created date to show actions logged within a specific time range.

   Use Action Date to display actions that were scheduled or performed during a chosen period.

3. Choose a Type (for example, Note, Call, or Comment). Once selected, the Subtypes selector becomes active.
   Subtypes are displayed grouped under each selected Type.
   You may select multiple subtypes across different Types.

4. Narrow results further by selecting Creator, Responsible, or Client.

5. Click Apply to refresh the table and show only actions matching your filters.

6. To clear all filters, click Drop filters on the right.

7. To reuse a specific filter setup later, click Create view and save your configuration.

Using Dynamic “Now” Presets
The date range picker supports dynamic time-based presets:

1. Up to now → Filters from selected start date until the current moment
2. From now on → Filters from the current moment forward

Important behavior:
“Now” is dynamic, not static.
The filter does not store a fixed timestamp.
Each time the filter runs, “now” resolves to the current system time.
Filters using “now” remain accurate after page reload or relogin.
aved views preserve the dynamic behavior.

Example use cases:
View all overdue actions (Action date → Up to now)
View all future scheduled calls (Action date → From now on)

Type → Subtype Grouping Behavior
The Subtypes selector dynamically reflects the selected Types.

Behavior rules:

1. If no Type is selected → Subtypes selector is disabled.

2. If one Type is selected → Only that Type’s subtypes are displayed.

3. If multiple Types are selected → Subtypes are grouped under each corresponding Type.

4. If a Type is unselected → Any previously selected subtypes belonging to that Type are automatically removed.

5. Selected subtypes display with their Type context (as defined in the UI design).

This grouping improves clarity and prevents ambiguity when filtering across multiple action categories.

Combine Multiple Criteria:
For example, to view all “Note” actions for Client X created last month by Alice, you would set:

1. Created date: March 1 – March 31

2. Type: Note

3. Subtype: Select the relevant subtype(s) under the chosen Type grouping (for example, Note → Internal).

4. Client: Client X

5. Creator: Alice

Click Apply to confirm and refresh the results.
The list will instantly update to show only records that meet all selected filters.

4. Clear or Adjust Filters:

Modify any field: Update any parameter (e.g., change date range or responsible user) and click Apply to refresh results.
Remove a single filter: Clear a selected value (click the “×” next to it) and click Apply.
Reset all filters: Click Drop filters on the right to clear all criteria and return to the full list of actions.
Save configurations: Click Create view to preserve the current combination for future use.

Note: Filters using “now” remain dynamic and automatically update over time without manual adjustment.

5. Quick Search vs. Filter:

Use the Search… field at the top for fast text-based lookups (by keyword, client name, or ID).
Use Fast Filters for structured queries combining dates, action types, grouped subtypes, users, and clients — ideal when you need precise segmentation or multi-parameter filtering.

6. Column Customization

The Actions table allows you to customize visible columns.
Click Customize columns to show or hide specific fields and change their order.

Column settings apply to the current view.

Pro Tip: Once you’ve dialed in your perfect filter combination, bookmark the URL in your browser. On revisit, the same filters will automatically load, giving you one-click access to your custom view.

With these controls, you can slice and dice your Action logs any way you like—by date ranges, responsible parties, action types, or clients—keeping you focused on exactly the records that matter.