Add boolean AND / OR operators to the List function
Currently the List function for Organizations and Contacts allows filtering via a variety of data points. It even allows the addition of multiple filters to further narrow down the list.
However, what it is missing is a boolean operator between those multiple filters; it is currently set to "AND"
For example, I can create a filter
X is A
Y is B
which will return values where (X = A) AND (Y = B).
However, I would love a function that would allow us to search (X = A) OR (Y = B), or if possible, more boolean functions such as NOT or complicated nested filters.
This would be a workaround for this excellent proposal (http://capsule.uservoice.com/forums/5384-general/suggestions/1348565-create-a-radius-search-based-on-contact-s-location)
With a 3rd party tool we get ZIP codes we want to query capsule for. We need this for distance querying. Suppose we want to offer an event and need to send invitations for people living in an area around 50km from the event location. With the 3rd party tool we can get those ZIPs but we cant query for them because there is no "OR" query feature.
The other mentioned proposal by a different user would be even better but since its perhaps a little bit demanding to offer that feature worldwide, i could live with a query filter with OR capabilities.
We use about 8 different tags, and find it very helpful to manage and act on lists created by those tags. We'd like to act on the entire master list of people who are Tagged w/any of 4 of our most often used tags. No ability to search for Tag A 'OR' Tag B 'OR' Tag C 'OR' Tag D.
please make the create a list featue more useful and flexiblity by being able to add a conditon with and/or function
We have a vast array of contacts in capsule all with their addresses etc. We would like to be able to create lists by using an 'or' statement on the current list creator. I.e. if I would like to compile a list of companies in South East England I would create a list with all companies from Hampshire, Buckinghamshire, East Sussex etc.
We’ve released a new filter for the People & Organisations list to support filtering by multiple tags which is one of the most common reasons our users request the ability to use an ‘OR’ option in Capsule lists.
The new filter takes the form of:
[Tagged with] [is any of] [a list of tags]
We want to keep the list filter function intuitive in keeping with our design principles for Capsule. Asking users to choose between AND’s and OR’s as they build up their filter, or asking them to nest queries with brackets isn’t consistent with this approach. We think a more intuitive approach is to use the style given for the tag example above. We intend to extend this to other fields. Here’s an example of where we are heading:
- Tagged with is any of (Customer, Lead)
- State is any of (California, Nevada)
For the technically inclined, this means that the AND’s operate across the lines and the OR’s operate within the line. So representing the above in boolean logic it would be (Tagged with is Customer OR Tagged with is Lead) AND (State is California OR State is Nevada)
Feedback appreciated.In particular I’d like to understand which fields need the “is any of” support first so that we can get these rolled out.
I understand the 'is any of' principle, but I can't see how you can use it with datatags and custom fields...
I have difficulty to understand how the use of two operators (AND, OR) can be complicated? There are intelligent and intuitive ways to do this using collours or icons. Though I like your software, this rigid and one dimension (only AND)approach can at a certain point become reason to go shop somewhere else.
the AND/OR function is just us users expecting it to be a certain way, like old school programs Sage ACT! - wow that's bad but the filtering systems and grouping works well.
I can see the changes made so that the user can select:
"criteria" - "is any of" - "data"
but this is only available in the people & organisation area of the CRM and not the sales pipeline side - which is ultimately more important as that's what effectively will keep us paying Capsule and not 'managing our contacts'... if one area is updated, the other should be also to keep it consistent
Mark E Felling commented
This is under review since May of 2012? I think your idea for implementation to handle or within the line and And across multiple lines is good ...at least get that done! Currently cannot filter data!
Naseer Khan commented
What's the latest with this reporting capability upgrade?
Vijay Ayyappan commented
Data analysis is critical when we pool in all sorts of data into a system like CapsuleCRM. This is a great application and would like to see "and / or" features.
Our scenario is like this:
We have Tags: Pilot 1, Pilot 2 and Pilot 3. If we need to see list of all clients with whom we have done Pilot 1 & 2 then this "and" feature is a must.
Is there any other way to get more data like this ? The current system is more focused on multiple filtration as opposed to addition..
Ghislain Ruggero commented
I would say that the "is any of" option is vital for these categories:
-Custom fields and data-tags (at least for the lists)
-State/ Province and city (countries for multinational companies)
However, I think that the "is any of" cannot totally replace an AND/OR solution.
For example: suppose I want to shoot an email for an event that will take place in L.A. and I want the Californian customers as well as the customers who participated to our previous event to know about it. It would be impossible (or inconvenient) to make a list including different options with a spatial field like "State is "California"" OR a Tag/Custom field such as "Tag is "Came to X fair/trade show"".
Of course, the solution would be to create a tag called "California". But I noticed that although tags are great tools, it tends to be a little bit messy if they are too numerous.
Troy Harris commented
Regarding the statement "Asking users to choose between AND’s and OR’s as they build up their filter, or asking them to nest queries with brackets isn’t consistent with this approach." May I respectfully suggest you take a look at how ToodleDo has done this. A very clever, attractive and ultra easy way for novices (with just the slightest guidance) to build searches using booleans.
Did I mention Datatags? Customer.Widget, Lead.Widget, Customer.Wadget, Lead.Wadget, Customer.Woot, Lead.Woot
Search: Customer.Widget OR Lead.Widget
Search: Customer.Widget OR Customer.Woot
Kees Meershoek commented
It's now possible to work with the 'is any of' field. Nice, but only available for tags.
It would be very valuable to us when the OR function becomes available for the bolean custom fields. This would allow us to combine segments based on these custom properties.
"Show all organizations with CustomPropA = yes OR CustomPropB = yes"
Marc Logemann commented
Then also add "ZIP" as OR candidate please.
Nick Rodites commented
I agree with the need for an advanced filter, or add "is any of" as an option to all native and custom fields. It's difficult to maintain a policy on Tags and we have painstakingly tried to limit their use. We prefer custom fields with drop downs to enforce keeping the db "clean." We have 5 fields (Client Types, Contact Types, Industry, Referral Sources, Lead Type) with multiple categories in each and every contact could populate 2 or more fields. Tags would be out of control. We need the ability to filter a combination of these fields using "is any of" (And/Or), please.
For us this is a very important feature. We sell all over Europe and US. We need to be able to run reports for all german or english speaking countries. It has a high priority for us
The "is any of" connector is also compelling for our business. We e.g. would need this for the Field Country to filter people in a particular region. We cannot predefine these regions, neither can we add countries as tags (where the "is any of" is possible) since it would overload the tag section. "Is any of" is a must for us to operate the system with the functionalities we need.
Implementing an "Any of" would be great for the tags field. Personally, I really need a "Any of" for states. I send out emails, faxes or mailings to different regions of the country. I want a list, for example, with any of the following states: California, Nevada, Arizona.
This is one of those deal-breaker issues for us in our decision to move to Capsule.
Torben Rasmussen commented
Another really helpfull feature would be to use 'filters on filters' - this is especially helpfull if it is not possible to make nested filters, or if there are other limitations to the filters. When using this it is important to be able to choose 'Is not included in filter x' or 'is included in filter x'.
Torben Rasmussen commented
Any improvement on this point is a help, and I understand the need for keeping simplicity - however if you could make an 'advanced filter' button, where it would be possible to filter across all fields and make nested filters as much as you like, then it would really be an improvement. You can see a nice visual interface I am using for this in another system here: http://juhlsen.com/media/16683/filter-profiles.gif
Stacey Mills commented
An and/or option when creating a list is essential. I definitely think changing the list function would improve the system immensely. When do you think this change will be implemented given the level of popular support?
Agree with Mary's suggested list.
This is fantastic news, this is the most common list function myself and my clients require (that isn't provided already). Is it possible to have the 'any of' function for Custom Fields. For example, I've set up bespoke UK regions and bespoke Types (e.g. Art Gallery, Theatre etc.) as Custom Fields for one of my Capsule clients and that would really help. So my list to have this 'any of' function would be:
Tags and State (as per your post)
Some way of using this for Postcode (e.g. selecting within one list postcodes that start CV37, CV36 or CV35)
I'm not sure this change will meet every List requirement but it will certainly solve the vast majority and great that you've been able to stick to your intuitive design principles.