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NOTE: This feature is available in the Essential, Professional, and Enterprise versions of Stratus Desktop.

A filter is used to find a group of records that contain specific information. You can use filters to determine which clients should be included when creating a group of calls, emails, or text messages, as well as to find specific records to include in a report. For example, analysis reports can report sales from a specific filter. When you create a filter you are telling the software which field or fields to use to find records containing specific information. Follow the steps described in Using the Filter Builder and Advanced Filters to see how to create, modify, and delete filters.