How to Add, Remove, Change Filters

How to Add, Remove, Change Filters

About:

The Filter feature in SI is a powerful method of sorting your customers into specific groups. All tabs of the SI application allow you to use filtering including the Point of Sale tab, the Targeted Marketing Promotions tab, the Customer Contacts tab (which includes appointment reminders, declined work reminders, thank you notifications, and newsletters) and the Service Reminders tab. Using Filters is an important way to find key groups in your database such as lost or best customers, or even which vehicles in your database will be due for a timing belt soon.

 

Solution:

Inside of SI, click the Add Filters button in the upper left-hand side of the customer list box.
Note: This button is in the same location for all tabs, but is only applied to the current tab that you have selected.


In the dialogue box that appears add your custom filters to find your customer grouping.

For example:
The Filters in the screenshot below are useful for identifying those customers in your database that are your best customers.


The Filters in the screenshot bellow are useful for identifying those customers in your database that are your lost customers.

 

The Filters in the screenshot bellow are useful for identifying those customers in your database that need a timing belt service.


Notes:

"Add Filters" will become edit filters when filters are already applied. To remove filters, either uncheck all boxes and hit OK or click the button "Remove Filters" next to "Change Filters".



    • Related Articles

    • How to Add or Modify a Targeted Marketing Campaign's Filter

       This article explains how to add or modify filters for any marketing campaigns for Service Intel.  It's important to note that while this tutorial specifically edits the Thank You emails, you can use these steps to modify any of the marketing in SI. ...

    • How to Apply, Modify, and Save Filters for Point of Sale Search Results

       This article explains how to create, modify and apply filters to any section of Service Intel. It's important to note that while this tutorial specifically creates, modifyies and applies a filter to the Point of Sale, you can use these steps to ...

    • How to Add, Remove, or Change a Shop Logo

      About: A shop logo allows you to include your own brand with the ServiceIntelligence reports, emails, and postcards. In order to add a Logo you need to have the image file located on the machine or on a shared network drive that SI has access to.   ...

    • How to Remove a User from the Account

      This article explains how to remove a user from the account. This includes how to remove a user from a role in a single location, how to remove a user entirely from a location, and how to remove a user from all locations. STEP-BY-STEP FOR THE ...

    • How to Change a User's Name, Email and Password

      This article covers how to access a user's profile as an administrator and change that user's details in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION 1. Left click the gear icon and select User Settings to open ...