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Help Topic: Multi-Select on Statuses and Types

You can now select multiple options in the main list filters for statuses and type.

This affects the following filters:

  • CompanyType
  • Contact Type
  • Campaign Status
  • Lead Status
  • Job Status
  • Job Type
  • Project Status
  • Project Type
  • Ticket Status
  • Ticket Type
  • Candidate Status

The process works in the same way as before however you can now select one or more items in the list, for example for Company Status:


This acts as an "OR", therefore this would display all Companies that have a Type of either "Client" OR "Prospect".

This does not affect any existing Saved Views and can be saved as a new view as normal.