Here you can see the Lead source is selected as TBS India but still it is showing Facebook, Level selected was Level 2 but it shows Blank. and also when multiple filters applied it misses other filters. It cannot do advance filters when applied more than one filter. Many times even single filter doesn’t work like this. Please work on this. Appreciate it is free to use but also wasting lot of time on manual work. Now I am not able to know who is having what leads. I need to download report work on excel and reupload and at the time of reupload everything messed up. So many times feels like it is better to maintain in Excel than in this kind of CRM. It really hurts when put more energy in so much of manual work. People can’t even update just comments to update through upload. Each comments need to be updated only by entering manually one by one. Speed is also a bog problem in this. Takes more time in loading every single click.
Currently direct filters are not working properly so the current solution for this I found through Rahul’s help is using Advanced filter. For any single column filter you can use direct filters and for any thing more than one column filteration just use Advanced filter.
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Hello sir,
Kindly please share a sort video reference for which field the Basic filter(direct filter) is not working.
None of the column works in basic filter if you try to filter more than 3 columns. It forgets what filter applied and reply for the current column only. And Now also came across that advanced filter also not working you can check in screenshots clearly for basic filter as mentioned above no need of video at all it can be identified from the picture itself. Please check in my other bug report screenshot for advance search. I used it because I cannot filter through Basic filter but this too cannot catch blank items. Make it simple like excel to filter so easily. This is too complicated just to do filter.
Sorry not 3 columns but more than 2 columns doesn’t work in basic filter. Check my previous comment
Hello sir,
As i have mentioned in my above reply in this post if you get any incorrect result then please prepare a sort video and then share it. So, we can find the exact cause if it’s not working.
Here i have search for not only 2 fields but multiple fields which functioning perfectly.
Please check the video in this post Test#4 where I used only two columns and the result came out is incorrect. Basic filter is working but the results are not correct. How do we know that the result shown are correct. I could Identified only cause I also maintain them in Excel and by doing some manual calculations. Working ka problem nahi hai kuch na kuch result to aahi raha hai but kya wo sahi hai 100% if yes how to cross verify?