We’ve just released a new version of Insightly with dramatically improved filtering capability for building lists. The new filters apply to lists of contacts, organizations, opportunities, projects and leads.
New Filter Operators
Text fields now have the following operators: Equals, Not equal to, Less than, Greater than, Less or equal, Greater or equal, Contains, Does not contain, Starts with, Is Empty, Is Not Empty.
Drop down fields now allow you to choose one of the option values along with operators: Equals, Not equal to, Is Empty, Is Not Empty.
Date fields now allow for: Equals, Not equal to, Less than, Greater than, Less or equal, Greater or equal, Is Empty, Is Not Empty.
Relative Dates in Filters
One of the biggest features we’re excited about is what we are calling ‘relative dates’ in filters. When you’re filtering by a date field, instead of picking a specific date to filter by, you can now type in a relative date value like ‘this week’, ‘next week’, ‘last month’, ‘3 months ago’, ‘last quarter’, ‘next 90 days’, ‘last year’ – and Insightly will determine what date range that represents each time you use that filter.
This means for example you don’t have to create a new filter each new week if you want to look at what contacts were created in the last week, you just type in ‘last week’ as the filter value, and each time you use that filter it will show you what was created in the last week, as shown below. We think that is a super powerful feature for date filtering and we know customers who do a lot of date filtering are going to love it.
Relative date support includes the following possible options:
|
Relative Date Value |
Range |
|
YESTERDAY |
Starts at 12:00:00 a.m. on the day before the current day and continues for 24 hours. |
|
TODAY |
Starts at 12:00:00 a.m. on the current day and continues for 24 hours. |
|
TOMORROW |
Starts at 12:00:00 a.m. on the day after the current day and continues for 24 hours. |
|
LAST WEEK |
Starts at 12:00:00 a.m. on the first day of the week before the current week and continues for seven days. |
|
THIS WEEK |
Starts at 12:00:00 a.m. on the first day of the current week and continues for seven days. |
|
NEXT WEEK |
Starts at 12:00:00 a.m. on the first day of the week after the current week and continues for seven days. |
|
LAST n WEEKS |
Starts at 12:00:00 a.m. on the first day of the week that started n weeks before the current week, and continues up to 11:59 p.m on the last day of the week before the current week. |
|
NEXT n WEEKS |
Starts at 12:00:00 a.m. on the first day of the week after the current week and continues for n times seven days. |
|
n WEEKS AGO |
Starts at 12:00:00 a.m. on the first day of the week that started n weeks before the start of the current week and continues for seven days. |
|
LAST MONTH |
Starts at 12:00:00 a.m. on the first day of the month before the current month and continues for all the days of that month. |
|
THIS MONTH |
Starts at 12:00:00 a.m. on the first day of the current month and continues for all the days of that month. |
|
NEXT n MONTHS |
Starts at 12:00:00 a.m. on the first day of the month after the current month and continues until the end of the nth month. |
|
LAST n |
Starts at 12:00:00 a.m. on the first day of the month that started n months before the current month and continues up to 11:59 p.m on the last day of the month before the current month. |
|
n MONTHS |
Starts at 12:00:00 a.m. on the first day of the month that started n months before the start of the current month and continues for all the days of that month. |
|
NEXT MONTH |
Starts at 12:00:00 a.m. on the first day of the month after the current month and continues for all the days of that month. |
|
LAST 90 DAYS |
Starts at 12:00:00 a.m. 90 days before the current day and continues up to the current second. (The range includes today.) |
|
NEXT 90 DAYS |
Starts at 12:00:00 a.m. on the day after the current day and continues for 90 days. (The range does not include today.) |
|
LAST n DAYS |
Starts at 12:00:00 a.m. n days before the current day and continues up to the current second. (The range includes today. Using this date value creates a list including records from n + 1 days ago up to the current day.) |
|
NEXT n DAYS |
Starts at 12:00:00 a.m. on the next day and continues for the next n days. (The range does not include today.) |
|
n DAYS AGO |
Starts at 12:00:00 a.m. on the day n days before the current day and continues for 24 hours. (The range does not include today.) |
|
LAST |
Starts at 12:00:00 a.m. on the first day of the calendar quarter before the current calendar quarter and continues to the end of that quarter. |
|
THIS |
Starts at 12:00:00 a.m. on the first day of the current calendar quarter and continues to the end of the quarter. |
|
NEXT |
Starts at 12:00:00 a.m. on the first day of the calendar quarter after the current calendar quarter and continues to the end of that quarter. |
|
LAST n QUARTERS |
Starts at 12:00:00 a.m. on the first day of the calendar quarter n quarters ago and continues to the end of the calendar quarter before the current quarter. (The range does not include the current quarter.) |
|
NEXT n QUARTERS |
Starts at 12:00:00 a.m. on the first day of the calendar quarter after the current quarter and continues to the end of the calendar quarter n quarters in the future. (The range does not include the current quarter.) |
|
n |
Starts at 12:00:00 a.m. on the first day of the calendar quarter n quarters before the current calendar quarter and continues to the end of that quarter. |
|
LAST YEAR |
Starts at 12:00:00 a.m. on January 1 of the year before the current year and continues through the end of December 31 of that year. |
|
THIS YEAR |
Starts at 12:00:00 a.m. on January 1 of the current year and continues through the end of December 31 of the current year. |
|
NEXT YEAR |
Starts at 12:00:00 a.m. on January 1 of the year after the current year and continues through the end of December 31 of that year. |
|
n YEARS |
Starts at 12:00:00 a.m. on January 1 of the calendar year n years before the current calendar year and continues through the end of December 31 of that year. |
|
LAST n YEARS |
Starts at 12:00:00 am on January 1, n+1 years ago. The range ends on December 31 of the year before the current year. |
|
NEXT n YEARS |
Starts at 12:00:00 a.m. on January 1 of the year after the current year and continues through the end of December 31 of the nth year. |
