Save and load filters (search queries)

In VCC’s filter section, there is the option to save your settings as filter presets. Filter presets come in handy for future use, when you need to perform the same searching, filtering, or sorting actions on records from various databases.

Here is how to save your filter:

1. Open the filter section from the upper right-hand corner of the window.
2. Adjust your filtering parameters in the appearing Advanced filters window.
3. Press Save as filter
4. Enter a name for your filter, then press Create

As a result, VCC selects and applies automatically the filter you have just created (it becomes active), and you will see the records listed that are the result of your filter preset. The filter preset’s active status is indicated by its blue color and a checkmark next to it in the Filter drop-down menu.

Edit filters

Once created, filter presets can be edited. By clicking on the vertical three-dot icon next to a filter preset, you can either Modify, Rename or Delete the filter preset.

Modify: Provides full access and editability to your preset. Important: If you press Filter here, then your modifications are only applied but not saved to your preset. To save your modifications, press Save changes.

Rename: In a simple pop-up window, you can rename your preset.

Delete filter: In a simple pop-up window, you can simply delete your preset.

Copy / ‘Save as…’ your filter

If there is an active filter applied on your Customers list and you select the Advanced filters option, then the panel displays the actual values and settings used in the active filter preset. Clicking on the Save as filter copies this preset here, and you can actually save it as a new preset – either with the same settings or with some alterations.

In other words: modifying (and saving the changes of) a filter is only possible by clicking the Modify button (as described above), but saving it as a new preset can be achieved here.

Tip: In order to create a filter preset from scratch, turn off any filter usage in your CRM interface and select Advanced filters

Loading filtered records into Collection

Once you have adjusted and in your filtering parameters on your records, you can load them to Collections. Collections therefore include a certain type and number of records that can be used further for campaigns.

You can create a new collection and load your results to it, or load them to an already existing collection.

To load your results to a new collection

1. Press the vertical three-dot icon in the upper right-hand corner, select Load to collection
2. Select New
3. Enter a name for your collection
4. Press Load to collection

You can check your new collection with its records by navigating to the Collections tab. In this section, all collections are listed, displaying the name of the collection, the number of records in it, and the date and creator of the collection.

To load your results to a preexisting collection

1. Press the vertical three-dot icon in the upper right-hand corner, select Load to collection
2. Select Existing.
3. Choose one of your collections you want to load your records into.
4. Press Load to collection.

The most important operations are available here at the Collections tab too, such as

• Open (so you can see which records are included in the Collection)
• Edit (to perform modifications on the collection), and
• Delete collection (to remove it from your collection list)

Note: In order to prevent deleting a collection by accident, we require to provide a verification code. Once this code is entered in the pop-up window, the collection is deleted. If needed, customers can be also deleted from the database if you tick the Delete customers in collection checkbox.

Automatic update feature

Collections use an advanced feature called automatic update: this means that in Edit you can assign a filter to your collection, so the contents of the collection would be updated automatically and dynamically based on the filter settings. The goal of this feature is to follow changes (new imports, deletions, etc.) of your Customer database, so your Collections would always reflect an up-to-date version of your business goals.

The same automatic update applies to Duplicate handling as well. This means that if you change the settings of your duplication handling, then our system follows up your changes and then reflects the updated list of results right away.

Following changes include:

• If, based on the filter settings, there are records in the collection that do not match anymore with the filter settings, then those records are inactivated (a system-type disposition is assigned to them).
• If, based on the filter settings, inactivated records are then matched again, then they are activated again and would appear in the collection list.
• If, based on the filter settings, there are records in the database that are not present in the collection yet (when there is an incoming import), then those records are added to the collection.
• Any time a filter preset is assigned to a collection and Save changes is pressed, the filter’s settings are run on the collection so the active/inactive status of your records in the collection would reflect the assigned filter preset at all times.