Filter Logic governs how and when filters apply to your Advanced Search. Click Advanced Search to open up your filters.
There are 6 types of Filter Logic that we use in ExecVision:
Text Field - provides a text box to type a particular search. The Company filter is an example of a Text Field.
Drop-down List - allows you to easily search for specific type(s) of actions. The Caller filter is an example of a Drop-down List. I can narrow down my search to a specific list of reps.
Check Box - allows you to select multiple options without unchecking others on the list. The Annotations filter is an example of a check box field. I can select multiple options including calls that have comments AND highlights.
Radio Buttons - user must select exactly one option. The Voting filter is an example of a radio button field. For example, I first want to search all calls where "Anybody" rated a call poorly. If I then select "Rep who made the call," the field will deselect the "Anybody" search in the list.
Date Range - select a date or date range to only see calls done during that time period. Date filter is an example of the date range filter.
Slider - provides a slider filter to narrow down your search by decimal point. Duration filter is an example of the slider filter.
There are 2 examples of Operator Types that we use in ExecVision:
Under Drop-down List (Call Stage Filter), we have the operator type: None of, Some of and All of
Select None of to find search that excludes that selected value.
Select Some of to find search that matches one or more value.
Select All of to find search that match that specific value.
Under Text Field (Contact Filter), we have the operator type: Contains and Doesn't Contain
Selecting Contains will include that text from your search results.
Selecting Doesn't Contain will exclude that text from your search results.
*Please note that searches with the contains/doesn't contain operators are not case-sensitive.