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Realvolve Key Concepts
Key Concepts: Filtering
Let’s take a quiz to see what you have retained from the Filtering lesson.
1
Filters are available in the following locations
Workflows
Notes & Correspondence
Transaction Database
Contact Database
Templates
Property Database
2
A Filter will remain set until you manually remove it
Yes
No
3
A Filter will automatically cleared if you reload the page
Yes
No
4
A filtered record count is shown when Filtering Contacts, Properties & Transactions
Yes
No
5
Frequently used Contact Filters can be saved
Yes – just give it a name at the bottom of the screen
No – you can’t save filters
6
Property Filters can be setup to hide closed/withdrawn listings
Yes
No
7
Transaction Filters can be setup to hide closed/fell-through contracts
Yes
No
8
More than one filter criteria can be selected at one time
Yes
No
9
Selected Filters will be what color:
Red
Black
Gray
10
Template Filters can be setup to view only contact templates that are emails
Yes
No
