Organize & Segment Contacts
Understanding Filters in Swivel
Filters help you find records that match specific criteria. The most common filters in Swivel are Contact Filters and Product Filters.
Filters are available in many areas of Swivel, but the available filters and options depend on where you’re filtering. Some reports have limited filtering options.
How Contact and Product Filters Work
Section titled “How Contact and Product Filters Work”Contact Filters and Product Filters use three parts:
- Field: the information you want to filter by, such as Servicing Agent or Product Status.
- Operator: how you want to filter the field.
- Value: the information you want to match.
| Filter | Operator | Value | What it finds |
|---|---|---|---|
| Servicing Agents | is any of | Jane Smith, John Smith, Alex Lee | Contacts assigned to Jane Smith, John Smith, or Alex Lee |
| Product Status | is any of | Active | Contacts with an active product |
| Servicing Agents | is empty | — | Contacts without a Servicing Agent |
| Lead Source | is not empty | — | Contacts with a Lead Source |
Filter Operators
Section titled “Filter Operators”The operators available depend on the field.
| Operator | What It Finds |
|---|---|
| is any of | Finds records where the field matches one or more selected values. |
| is empty | Finds records where the field has no value. |
| is not empty | Finds records where the field has a value. |
| is between | Finds records within a selected range, such as a date range. |
Contact Filters
Section titled “Contact Filters”Contact Filters let you find contacts based on information such as their status, location, assignments, tags, products, and other contact details.
Contact Filters include:
- Contact Category
- Contact Status
- Contact Type
- Record Status
- Age
- Birthday Month
- Lead Source
- Product Interest
- Servicing Agents
- Office
- Counties
- Primary Address States
- Primary Address Cities
- Primary Address Zipcodes
- Zone
- Tags
- User Assignments
- Group Assignments
- Do Not Contact
- Referrals
- Created Date
- Custom Fields on Contacts
Product Filters
Section titled “Product Filters”Product Filters let you find records based on product information.
Product Filters include:
- Product Status
- Product Line
- Plan Type
- Product Type
- Product
- Carriers & Institutions
- Agent of Record
- Opened Date
- Issued Date
- Effective Date
- Closed Date
- Submitted Date
The available operators depend on the Product Filter.
What’s the difference between “is empty” and “is not empty”?
Section titled “What’s the difference between “is empty” and “is not empty”?”Use these operators to find records based on whether a field has information:
- is empty finds records with no value. For example, find contacts without a Servicing Agent.
- is not empty finds records with a value. For example, find contacts with a Servicing Agent.
How do I filter by a date range?
Section titled “How do I filter by a date range?”Use is between when filtering a date field by a specific range. Select the start and end dates for the range.
What’s the difference between Servicing Agent and Agent of Record?
Section titled “What’s the difference between Servicing Agent and Agent of Record?”Servicing Agents is a Contact Filter that identifies who services the contact.
Agent of Record is a Product Filter that identifies the agent associated with a specific product. In the financial services industry, this role may also be referred to as the writing agent.
Use Servicing Agents to filter contacts by who services them. Use Agent of Record to filter products by the agent associated with them.
Can I filter contacts by when they were created?
Section titled “Can I filter contacts by when they were created?”Yes. Created Date lets you find contacts based on when they were added to Swivel. You can use is between to filter for a specific date range.
Can I filter by Custom Fields?
Section titled “Can I filter by Custom Fields?”Yes. You can filter contacts using Custom Fields configured for your organization. Custom Fields appear in the filter list by their individual field names.
For example, a Custom Field named Bonus Rate appears as Bonus Rate in the filter list.
Why don’t I see an operator?
Section titled “Why don’t I see an operator?”Not every field supports every operator. Swivel only shows the operators available for the selected field.
Why don’t I see a filter in a report?
Section titled “Why don’t I see a filter in a report?”Some reports have limited filtering options. A filter or operator available in one area may not be available in another.