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Overview

Filters let you narrow a contacts or companies list down to the records you care about. Each filter has a column, an operator, and a value.

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Building a Filter

For each filter, you choose:
  • A column to filter on.
  • An operator, appropriate to the column’s type (for example, date columns get date-specific operators).
  • A value to compare against.
You can reorder filters, edit them, or remove them. If a filter references a column that isn’t allowed in the current view, RevyOps shows it dimmed with a note that filtering by that field isn’t allowed there, and the filter is skipped.
If the server rejects a filter, RevyOps shows the server’s error message inline so you know what to fix.

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AND / OR Logic

Between any two filters you can choose AND or OR. Consecutive filters joined by AND are grouped together, and each group is joined to the next by OR, so you can build conditions like “(Title contains VP AND Company Size > 50) OR (Title contains Director).”

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Filtering Companies by Contact Attributes

On the companies list, a filter on a contact-level field (rather than a company field) gets an extra quantifier: any contact or no contact. This lets you filter companies by whether any of their contacts match the condition, or by whether none of their contacts do.

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Saved Views

The Saved Views page lists every saved view in the workspace. From here you can search views by name, and filter the list by: Each saved view shows its name, type, description, filter criteria, sharing, creator, and last updated time. From the Saved Views page you can add RevyOps’s recommended saved views to your workspace with Add Recommended Views, so you don’t have to build common views from scratch. Clicking it opens a confirmation dialog that lists exactly which views will be added, each with a short description, before anything is created. The button reads “Add [N] views.” Views you already have (matched by name) are left out of the list. If there’s nothing left to add, the dialog tells you so instead of showing a button to click. After you confirm, a toast reports how many views were actually added.

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Empty State

If your workspace has no saved views yet, the page shows a panel with the Add Recommended Views action. If you have saved views but your search or filters don’t match any, the page shows a “no results” state instead.