What is a date filter in a CRM?
A CRM date filter narrows a list to records from a certain time, such as today, last month or a range you pick. In CIPHER CRM the control looks and works the same on every list, with four choices: Day, Range, Month and Year. You never have to relearn how dates work when you move from leads to invoices.
CIPHER CRM puts one date filter control, in the same form, across the product. Whether you are on leads, tasks, projects or sales documents, you pick from four modes: a single Day, a custom Range, a Month or a Year. The list then shows only matching records. Sales documents such as proposals, estimates and invoices have document-specific date filters, so you filter by the date that makes sense for that type. Projects need a little more thought, because they run over time. In CIPHER CRM a date range matches a project if its start date or its end date falls inside it, so a job that begins or finishes in the period is included. Because the control never changes from one screen to the next, new staff learn it once and use it everywhere. The same filter serves the 192+ businesses across 31 industries that run on CIPHER CRM.