Filter on input forms

The (custom) fields of the input forms are available in the 'Dossier items' data collection. This means that you can also add them to a view so that you can filter on these fields.

For instance, you can set up a filter if your sales organisation employees need to call the customers who have completed a form. It is not likely that each employee calls each customer. The internal sales employee filters the view so that he only sees 'his' customers.

To include custom field in a view:

1. Go to: CRM / Dossier / Dossier.
2. Click on: Views.
3. Create a new view or change the current view.
4. For a new view, enter the Description.
5. Click on: Next.
6. Go to: Dossier item / Special fields / Input form / Custom fields.

   You now see the custom fields of the input form you can add to the view.

7. Move the desired fields to the frame Fields in Data Collection.
8. Click on: Next.
9. If applicable, enter a filter. 
10. Click on: Finish.