A CRM date filter you learn once and use on every list

Pick a day, a range of dates, a month or a year, and the list shows only what falls inside it. Last month's invoices or today's tasks appear in seconds, with no sorting by hand.

Filter by date in CIPHER CRM
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Date filters in CIPHER CRM work the same way on every list.

You choose Day, Range, Month or Year, and the list shows only what falls inside it.

Quotes and 🧾 invoices each filter on the date that suits them, and on 📋 projects a range matches the start or the end date, so a job that begins or finishes in that period still shows up. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Definition

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.

Filter by date in CIPHER CRM
The problem

What happens without date filters

Every screen in your current system filters dates differently, so people give up and scroll.

Finding last month's invoices means exporting a sheet and sorting it by hand.

A project that started before the range you picked disappears from the list, even though it ended inside it.

Picking a whole year takes two date pickers and a lot of clicking.

New staff keep asking how to find this week's tasks because the filter looks different on every list.

What slips without Filter by date
Capabilities

What you can do with date filters

  • Four modes in one control

    Choose Day, Range, Month or Year from the same date filter, depending on the question you are asking.

  • The same control on every list

    The date filter looks and works the same on leads, tasks, projects and documents, so nobody relearns it.

  • The right date for each document

    Sales documents have their own document-specific date filter, suited to proposals, estimates, invoices and the rest.

    sales document management
  • Projects matched by start or end

    A range on the projects list catches any project whose start date or end date falls inside it.

    project management crm
  • Tasks by date

    Filter the task list by date range to see what falls in a given day, week or month.

    task management crm
  • Leads by date

    Narrow the lead list to a date range to look at the enquiries from one period.

    lead management software
Why CIPHER

Why date filters are better in CIPHER

Most tools let each screen invent its own date picker. We built one and put it everywhere.

  • Learn it once

    One control across the product means a new hire who can filter leads can already filter invoices.

  • Whole months and years in one pick

    Month and Year modes skip the two-calendar dance when you want a full period.

  • Sensible project matching

    Matching on start or end date means projects that begin or finish in your range are not missed.

  • Dates that fit the document

    Each type of sales document filters on its own date, so the results match what you meant to ask.

How it works

How date filters work in CIPHER CRM

  1. Open a list

    Go to leads, tasks, projects or any sales document list.

  2. Open the date filter

    It sits in the same place and looks the same on every list.

  3. Pick a mode

    Choose Day, Range, Month or Year.

  4. Choose the date

    Select the day, the start and end of the range, the month or the year.

  5. Work from the result

    The list now shows only the records that match, ready for you to go through.

Compare

Date filters: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Date control The same on every list Sort the date column in each sheet Often different on each screen
Modes Day, Range, Month and Year Build your own formulas Often a from and to date only
Projects across a range Matches on start or end date Depends on which column you sort Often one date field only
Sales documents A date filter suited to each document type One date column per sheet Varies by module
Learning curve Learn it once Every file is laid out differently Relearn it in each module
Filter by date

See date filters in action

See the enquiries, tasks, jobs and invoices from one day, month, year or range, the same way on every list. Today, last month or last year is one pick away on any list.

Why it's worth it

What date filters change for your business

See how CIPHER CRM solves this

Answers by period in seconds

Today, last month or last year is one pick away on any list.

Fewer exports to sort by hand

Lists narrow by date inside CIPHER CRM, so there is no sheet to download and sort.

No projects slipping through

Start-or-end matching includes jobs that begin or finish in your chosen period.

Easy for new staff

One control to learn means people get comfortable with the whole product faster.

Ready when you are

See date filters on your own data

Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Date filters frequently asked questions

FAQ

Date filters - your questions answered

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What is a CRM date filter?

A CRM date filter narrows a list to records from a chosen time. In CIPHER CRM the same date filter appears on every list and offers four modes, Day, Range, Month and Year, so you can pull up today's tasks or last year's leads in the same way.

What date options can I choose?

You can pick a single Day, a Range with a start and end date, a whole Month or a whole Year. All four live in one control, so you switch between them without leaving the list or learning a different picker for each type of question.

Which lists have the date filter?

The date filter appears across CIPHER CRM, including leads, tasks, projects and sales documents such as proposals, estimates and invoices. It uses the same control everywhere, and sales documents get a date filter suited to their own type. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

How does the date filter work on projects?

Projects run over time, so a range on the projects list matches a project if its start date or its end date falls inside the range. A job that started before your range but finished inside it still shows up, and so does one that starts inside it.

Can I filter invoices by month?

Yes. On the invoices list, choose Month in the date filter and pick the month you want. Each type of sales document has its own document-specific date filter, so you are filtering on the date that makes sense for invoices rather than a generic one.

Why does it matter that the filter is the same everywhere?

When every screen has its own date picker, people stop using them and scroll instead. One control across CIPHER CRM means your team learns it once, trusts it, and uses it on leads, tasks and bills without stopping to think.

Glossary

Date filters terms, defined

  • Date range

    A period with a start and an end date that a list is narrowed to.

  • Document-specific date filter

    A date filter on a sales document list that uses the date suited to that document type.

  • Start or end matching

    The rule that includes a project if either its start date or its end date falls in the range.

  • Month and Year modes

    Date filter choices that select a whole month or a whole year in one pick.

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