When managing extensive data within the CRM, it's important to efficiently locate and filter the required elements.

Start typing a query in the search bar and the filtered data will immediately appear on your screen.

You can use filter by several criteria.

By phone number. If you enter numbers in the search bar, the CRM will find items by phone number, even if the numbers are separated by spaces, brackets and hyphens. It is desirable to enter at least three digits.

Find contacts without a phone number

Now it is easy to find contacts without a phone number. Click Add field and select the Has phone field.

If you select No, the list of contacts without a phone number will be shown.

By name and email. If we enter letters in the search bar, the filter will search for items by first name, last name, or assignee name. The search also takes into account email addresses.

By specific fields. You can select the field for the search in the filter. If you didn't specify field values, an empty default filter will show all items.

By empty fields. In Bitrix24, it is possible to filter items with filled or unfilled fields.

Let's say you decided to put the database in order and want to find all customers who do not fill out the last name field.

The fields have a menu on the right. Click on it and select the appropriate value.

By fields from contacts and companies in the deal filter. Deals can be filtered by fields from related companies and contacts. This feature is useful if you want to find deals with companies in a certain field of activity or with contacts created by a specific employee.

To select fields from contacts and companies, click Add field in the Deals filter. At the top of the window, you will see three buttons that enable and disable fields from CRM elements. Check the items you need, and then select the fields you want to add to the filter.

Read also:

• List view in CRM
• Filters in CRM entity form