+17
Started
Matthew Gow (Community Facilitator) 5 years ago • updated 4 years ago 7
Supporting cases such as:
  • List all contacts created between July 2010 and November 2011 that are male, under 40 and have no account associated with them
  • List all all accounts that are tagged as "edu", have an "edu type" of "secondary school", order results by most recently updated
The ability to free text search within those results also desirable.

I like the approach taken by the brilliant Mingle product. That could be a jumping off point for us as we design.

Answer

Answer
Started
Well, we've got a huge distance into this now.
  • You can create very powerful filters on any field and through to the fields on associated records (e.g. show contacts that were created this week AND that are associated with an account that has a name containing "Goldman")
  • You can save advanced searches as named "lists" so you can easily get back to them later.
Two complementary features (which I'll make as separate topics) are desired to come after this
  1. Users can view lists of results in a table format with configurable columns
  2. When users save a "list" the save includes their various view preferences
Planned
We are intending to start work on this before the end of 2012. Not clear what the finish time will be though. Potential phased approach could be
  1. We get it working under the hood with no UI. This will let advanced users create filters immediately by encoding parameters in URLs (which they can then bookmark).
  2. We add in a UI
Two complementary features (which I'll make as separate topics) are desired to come after this
  1. Users can view lists of results in a table format with configurable columns
  2. Users can save a given filter and view preferences as a named "favorite" within FFCRM
Answer
Started
Well, we've got a huge distance into this now.
  • You can create very powerful filters on any field and through to the fields on associated records (e.g. show contacts that were created this week AND that are associated with an account that has a name containing "Goldman")
  • You can save advanced searches as named "lists" so you can easily get back to them later.
Two complementary features (which I'll make as separate topics) are desired to come after this
  1. Users can view lists of results in a table format with configurable columns
  2. When users save a "list" the save includes their various view preferences
Hi,
Is it possible to try & test filtering functionality somewhere?
Matthew, is this filter capability a plugin or will it be built into the main release?

This would be a GREAT function to have, is it in development? 

Also one more thing I would add, is the ability to create a task from the search results. So if I run a search for "List all contacts created between July 2010 and November 2011" I should be able to create a follow-up, e-mail, phone, etc for the search result.

yes this function was recently incorporated into the core of ffcrm

@Steve Kenworthy, you said its already incorporated? Is there a new version of ffcrm with this function?

Yup, you can either pull the master branch from github into your Gemfile or use the newly released gem v0.12.0.