The filters on the Cases/Policies page provide greater flexibility to refine your search.
You can filter by multiple categories like General, Details, Benefits, Leads, and custom fields for both Cases and Benefits.
How it works
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Include – It shows only items that match the selected criteria.
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Exclude – It removes any items that match the selected criteria.
Include:
If you want to see all case records of a certain stage:
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Open the filter panel.
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Go to the Include tab.
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Choose the stage you want to Include (e.g., 'Active').
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You’ll now see all the cases that match the filters.
Exclude:
If you want to see all case records except those in a certain Stage:
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Open the filter panel.
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Go to the Exclude tab.
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Choose the stage you want to exclude (e.g., 'Processing').
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You’ll now see all other stages except the one selected.
You can also combine both tabs. For example:
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Include: Broker of Record: John Smith
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Exclude: Stage: Closed – Lost
This will show all cases where John Smith is the broker of record, but exclude those that are in the "Closed – Lost" stage.
Saving filters
When you save a filter, both Include and Exclude settings will be saved and applied when you use that saved filter.
Please contact the support team if you have any questions.