Functions of the Grid: Criteria Options

The filter feature allows you to carefully curate the results you are shown. One of the ways it does this is using filter criteria options.

Users will be given this option when creating an AND or an OR conditional. Click on the hyperlinks if you are having trouble navigating to the criteria options pop-up.

Below the filter criteria options are defined.

• Equals: Results shown will match the word or number you have entered (e.g. a user’s name)

• Does not equal: Results that match or contain the word or number you have entered will not be shown

• Contains: Results shown will contain the character string you have entered (e.g. the string is part of a user’s email)

• Does not contain: Results that contain the character string you have entered will not be shown

• Is known: Results shown are ones that have been given the aspect option (eg. there is a phone number associated with a contact)

• Is not known: Results shown are ones that have not been given the aspect option (eg. contact has no phone number connected to their account)