Using Filters

Overview

Filters in Practifi give your team precise control over the data displayed across page views, record tables, and tile tables. For firms managing large client portfolios, filters help streamline the process of finding the right records when needed. Whether an advisor is checking their open task list, a member of the operations team is reviewing the pipeline, or there's a need for a targeted view of a specific client segment, filters make these tasks significantly easier.

This article covers where filters are available within Practifi, the types of filters you will encounter, and how to apply them effectively.

• Filter Availability 
  • Tile Filters
  • Record Table Filters
  • Page View Filters
• Applying Filters
  • Multi-Select
  • Date Range
  • Operators and Values
    • Operator Availability
  • Topics

Filter Availability

Filters are available in multiple locations within your Practifi organization: on tile tables accessed from the Home page, on record tables within Household, Organization, and Individual records, and on page views accessed from the Navigation menu. Each location offers filtering tailored to the context of the data being viewed.

Tile Filters

Tile filters appear on the Home page after clicking a tile to open its related tile table. The available filters vary by tile and always appear above the column headers, directly beneath the tile name. Filters on tile tables work in addition to the criteria already built into the tile itself. For example, applying a Task Type filter set to Meeting on your Open Tasks in My Queues tile table will return only Meeting tasks assigned to your queue that are not yet closed.

Tile tables default their filters to All Values and All Time, meaning only the tile's own criteria are active until you change them. To apply a filter change on a tile table, click the Apply button. The table will reload with the updated filter applied.

Record Table Filters

Filters are also available on the record tables found within Household, Organization, and Individual records. Filter availability depends on whether the record is classified as a Contact, Prospect, or Client. These filters appear above the table results after you click an icon in the record's side panel to open a record table.

For example, clicking the Services & Pipeline icon on a Client record's side panel opens a table of Services or Deals attached to that client, with filter options displayed above the results.

Like tile tables, record table filters default to All Values and All Time. After adjusting a filter, click the Apply button to confirm the change. The record table will reload with the updated results.

Page View Filters

Filtering is available on page views accessed from the Navigation menu. Once you open a page view, filter options appear in collapsed sections along the page view's side panel.

Clicking a filter's header expands the section and reveals the filtering controls.

Page view filters apply changes automatically as you interact with them, eliminating the need for an Apply button. By default, filters are set to All Values and All Time.

Filtering is available on the following page views:

• Clients
• Directory
• Influence
• Installments
• Pipeline
• Processes
• Services
• Tasks

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Applying Filters

The method for applying a filter depends on its type: multi-select, date range, operators and values, or topics. When a filter is active, a filtering symbol appears on the table to indicate that the displayed results are being narrowed. When all filters are restored to their default values, the symbol is removed.
To clear any filters you have applied, click the cog icon above the table, then click Reset Filter Values.

Multi-select

Multi-select filters let you include or exclude multiple values within a single filter. They display as a list of checkboxes. An All Values checkbox is available at the top of the list to quickly restore the filter to its default state.

To use a multi-select filter:

1. Click the filter name from the page view side panel, record table, or tile table to open the filter pop-up.
   
2. Checked boxes indicate values currently included in the filter criteria. To exclude a value, click the checkbox to the left of that value's name to deselect it.
3. To reinclude a value, click the checkbox again to recheck it.
4. If you are applying this filter on a tile table or record table, click the Apply button to confirm the change.

Date Range

Date range filters allow you to narrow results to records associated with a specific date or a date range. They are available on page views, record tables, and tile tables.

To use a date range filter:

1. Click the date range filter name from the page view side panel, record table, or tile table to open the filter options.
2. Click the Range field to open the drop-down menu. Date range filters default to All Time. Select the option that best fits the date range you want to apply.
   
3. If you select a range that includes an N value in its name — for example, Last N Days — a Number of Days field will appear. Enter the number of days you want to apply. For example, entering 30 in the Last N Days range returns results from the last 30 days.
   
4. If none of the preset ranges match the date range you need, click the Customize option in the lower right-hand corner of the filter.
   
5. Use the calendar icons within the Start Date and End Date fields to set your custom date range.
   

   • Please note: You can also establish a custom date range by selecting the Custom option from the Range drop-down menu.

6. If applying this filter on a tile table or record table, click the Apply button to confirm the change.

Operators and Values

Some page views include filters that use operators and values, giving you the ability to define precise numeric or text-based criteria. You can pair an operator, such as Greater Than or Contains, with a specific number or text string to narrow results with high accuracy. For firms managing large client books, this capability is especially useful when analyzing AUM thresholds, pipeline values, or task subjects across a broad record set.

These filters are available in the following areas:

Object	Field	Available on
Entity	AUM	All Entity lists that contain clients.
	Potential AUM	All Entity lists that contain clients and/or prospects.
	Referred AUM	All Entity lists that contain influencers.
Task	Subject	All Task lists

Operator Availability

The operators available within a filter depend on the type of data captured in a field. The table below details operator availability by field type:

Field Type	Contains	Does Not Contain	Equals	Does Not Equal	Greater Than	Greater Than or Equal To	Less Than	Less Than or Equal To	Is Null	Is Not Null
Checkbox
Currency
Date
Date/Time
Email
Master-Detail Relationship
Lookup Relationship
Lookup (single record)
Lookup (multiple records)
Number
Percent
Phone
Picklist
Picklist (multi-select)
Text
Time

The following field types do not support Operator and Value filters:

• Address (individual attributes of addresses, e.g., the State/Province or Country, are supported)

• AutoNumber

• File Upload

• Geolocation

• Roll-Up Summary

• Text (Encrypted)

• URL

Topics

The Topics filter is available on the Directory and Client pages. Topics in use within your Practifi organization appear as a list of values you can add to the filter, displaying only records with the selected topics attached. This makes it straightforward to segment clients and contacts according to any classification structure your firm has established.

To add a value to the Topics filter:

1. Click the Topics filter name within the Directory or Client page view side panels to open the filter. 
   
2. Scroll through the Available list to locate the topic you want to add to the filter.
3. Click the topic's name in the Available list. The topic will be highlighted in light blue when selected.
   
4. Click the top caret button to move the topic to the Selected list. The table will automatically update to reflect the change, and a filtering icon will appear to confirm the filter is active.
   
   

To remove a value from the Topics filter:

1. Click the Topics filter name within the Directory or Client page view side panel to open the filter.
2. Scroll through the Selected list to locate the topic you want to remove.
3. Click the topic's name in the Selected list. The topic will be highlighted in light blue when selected.
   
4. Click the lower caret button to move the topic back to the Available list. The table will automatically update to reflect the change.