SuiteCRM Custom Filter | Advanced Search & Filtering tool

SuiteCRM Extension-Custom Filter

The Custom Filter add-on for SuiteCRM enables users to filter and search for desired records from the total list of records, save and display the search separately in the module, and create complex filters to find specific records to assign to different sales reps. This tool is excellent for sales teams and assigning customers or leads, helping with complicated searches with many conditions. It works on any modules and allows users to create filters on any record list with either all conditions or any conditions. Custom Filter is the best solution for displaying lists with predefined filters, especially for daily tasks.

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Quickly and easily filter/search the records

Quickly and easily filter or search the records from the list of records that you are looking for in a module.

Set AND/OR condition between fields

Set the AND/OR condition between fields on the Configuration page.

Set public/private access

Set public or private access to the Custom Filter in the Configuration page.

Custom Filter display

Custom Filter display on List View of module if it’s enabled for a particular module from the Configuration page

Displays the custom tab

Displays the custom tab on Dashboard/Home if “Activate Custom Filter For Dashboard” is enabled

Change the custom tab name

Change the custom tab name from the Configuration page.

Send selected filter to the Dashboard

Send selected filter to the Dashboard/Home as key metrics or charts view by clicking on the “Send to Dashboard” button from the List View of a particular module.

Chart type

Chart types such as line chart, bar chart, pie chart, stacked bar chart, and funnel chart

Supports specific standard

Supports specific standard and custom modules: leads, contacts, accounts, opportunities, quotes, invoices, etc.

Redirect to the particular module’s list

From the key metrics widget on a dashboard, If you click on the filter name then it’ll redirect to the particular module’s List View and display the matched record with the filter

Supports all standard

Supports all standard and custom SuiteCRM modules

We improvise our products on regular basis to deliver the best

Compatibility
Current Custom Filter Version	1.0
Last Update	30th April, 2020
Support SuiteCRM Version	7.0.0 and above
Database Support	MySQL, MSSQL
Compatible Browser	IE10, IE11, Firefox, Safari, Chrome
Supported Language	English (United States), German, Spanish, French, Hungarian, Italian, Dutch, Portuguese, Russian

"VICustomFilter-1.0-Version7.0.zip" to "VICustomFilter-1.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*

- Add the AND/OR operation option between Conditions in the configuration page.

"VICustomFilter-2.0-Version7.0.zip" to "VICustomFilter-2.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*

- Fix Bugs in the All/Any Condition Block of the Configuration Page.

"VICustomFilter-3.0-Version7.0.zip" to "VICustomFilter-3.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*

- Allow the user to add condition block of the subpanel module in the configuration page.

- Add date comparison operators in the condition block.

"VICustomFilter-4.0-Version7.0.zip" to "VICustomFilter-4.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*

The Custom Filter Extension enhances SuiteCRM's search and filtering capabilities, allowing you to create highly specific filters for your data. This helps you quickly locate the exact records you need, saving valuable time and effort.

The default filters in SuiteCRM are often limited in their complexity. This extension allows you to create more sophisticated filters with multiple conditions, including AND/OR logic, nested criteria, and complex relationships between fields.

Find the records you need faster, without manually sifting through large datasets. Gain deeper insights into your CRM data by creating custom filters to isolate specific segments for analysis. Create and save personalized filters that cater to your individual needs and preferences. Share custom filters with colleagues to streamline workflows and ensure consistent data access.

Yes, the extension comes with a user-friendly interface that allows you to build filters using simple drag-and-drop actions. You can also save and reuse filters for future use.

Yes, the extension is designed to work with all standard and custom SuiteCRM modules, giving you the flexibility to filter data across your entire CRM.

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SuiteCRM Extension-Custom Filter

Lifetime Plan

Custom Filter Extension

$799

One-time purchase

$199

Yearly purchase

Custom Filter

Increase productivity and improves efficiency.

Quickly and easily filter/search the records

Set AND/OR condition between fields

Set public/private access

Custom Filter display

Displays the custom tab

Change the custom tab name

Send selected filter to the Dashboard

Chart type

Supports specific standard

Redirect to the particular module’s list

Supports all standard

We improvise our products on regular basis to deliver the best

Major Release Custom Filter 1.0 - 30/04/2020

Major Release Custom Filter 2.0 - 21/07/2020

Major Release Custom Filter 3.0 - 31/08/2020

Major Release Custom Filter 4.0 - 31/10/2020

What is the SuiteCRM Custom Filter Extension?

How does the Custom Filter Extension differ from SuiteCRM's default filters?

What are the benefits of using the Custom Filter Extension?

Is it easy to create and manage custom filters?

Can I use the Custom Filter Extension on any SuiteCRM module?

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