Quick search
The top bar in Iteras contains a quick search field. Here you can enter a customer number, invoice number, credit note number, email, name or address to find the desired customer. It is not necessary to enter a complete name or a full address. For example, you can search for a street name and supplement it with a postal code to find all customers who live on that street.
In addition, you can add custom fields to the quick search. This is done in the field’s settings by ticking “Search in field”. This will typically be phone number fields or other unique IDs, e.g. VAT number, which are obvious to make available in the quick search.
Please note that the more fields you add to the quick search, the slower it becomes. Therefore, only add fields to the search if you expect to search in them often.
If only one customer matches the search, you are taken directly to the customer or invoice. If there are multiple search results, an overview of the found customers, invoices or credit notes is shown. The quick search divides the results by type – subscribers, invoices and credit notes – and shows them in separate tabs.
If the search finds multiple subscribers, you can continue with a more precise search or filtering by clicking “Extended search”. You will then be taken to the subscriber filter, where you have access to more filtering options.
Subscriber filter
Iteras contains a powerful filter for searching and filtering subscribers. The filter is most easily accessed via the subscriber list icon in the top bar to the right of the search field, but can also be opened via the left menu (Subscribers > Overview).$
You can enter your search term in the search field and optionally select which specific field should be searched in. For example, if you need to find the company “Aalborg Flyvemaskiner” and search for “Aalborg”, the search result will include all customers who live in Aalborg, have Aalborg as their surname, have Aalborg in the company name or as part of their email address. If, on the other hand, you only choose to search in "Name or company", the search is effectively limited, and you get significantly fewer search results.
In addition, you can set up filtering conditions, which further limit the search so that it targets a very specific segment of customers.
Structure of filtering conditions
Three shortcuts to the most commonly used filters are highlighted. Let us take a closer look at how the filtering conditions are structured, based on “Has a subscription” and “Has a subscription on campaign”.
Has a subscription
This filter is useful when you want to find all customers who have a subscription, or limit the search to customers with active or stopped subscriptions.
If you click the “+ Has a subscription” button, it is possible to filter by subscription status. If you do not select a specific status, the search is performed across all subscriptions, regardless of their status.
By clicking the text "active or not", you can select one or more of the following statuses:
In progress: The subscription is active
Awaiting start: The subscription has been created, but has not started yet. I.e. there is a future start date
Suspended: The subscription is suspended, e.g. due to missing payment, or because the customer is on holiday.
Ended: The subscription has ended. It may seem a little illogical that under subscribers with a subscription, you can search for those that have ended (since they no longer have a subscription), but it can be used, for example, if you want to create an export for marketing aimed at those who have had a subscription. So it is not quite the same as those without a subscription, who have never had one.
If you do not select anything specific, all subscriptions will be shown.
You can add additional conditions by clicking “+ Add condition on the subscription”. Here you can, for example, choose to search for subscriptions with a specific creation or end date, or filter by the subscription’s invoicing method.
By clicking “+ Add another filter”, you can add additional filters, e.g. filters that relate to the customer or other parameters.
You can add and combine as many conditions as you need. This makes it possible to build very precise filters that match exactly the group of subscribers you want to find.
If you want to remove one or more conditions or reset the entire filter, this can be done by clicking the trash can icons on the right or the “Clear filter” button.
You activate the filtering by clicking the “Filter” button.
Has a subscription on the campaign
Many searches are based on which campaigns the subscriptions are linked to. Therefore, there is a shortcut for this type of filtering.
When you click “+ Has a subscription on campaign”, the “Has a subscription” filter is created automatically. You can then select a subscription status if the search should only include, for example, active or stopped subscriptions.
By clicking the text “Select campaign”, you get the option in a pop-up window to search for and select the campaigns you want to filter by.
You select the campaigns that should be included in the condition and finish by clicking “Close”.
You activate the filtering by clicking “Filter”.
If necessary, you can make the filtering more precise by adding more conditions to the subscription or by adding another filter based on other parameters.
Tip: If you often need to select many campaigns, it can be an advantage to group them using custom fields. Instead of selecting the campaigns one by one, you can use the condition “If the field on the campaign” and filter by the relevant custom field. This makes the workflow easier and at the same time prevents the URL from becoming too long (browsers cannot handle URLs that are too long).
Saved filters
With Saved filters, you have the option to save the filtering you have made.
When you save a filter, you get the following options:
Name: Give the filter a descriptive name.
Shared with all users: Makes the filtering available to your colleagues.
Use as my default filter: If you select this, it means that the filtering will automatically be shown when you click into the subscription overview. Instead of saved filters, the name of the filtering will be shown, e.g.:
If you click Manage saved filters, you will be taken to this overview page, where you are shown your saved filters and have the option to create new ones.
If you choose to create a new filter by clicking +New saved filter, the difference between creating a filter here versus in the subscription overview is that here you are not shown the result of your filtering.
Please note that if you choose to set the new filtering to Use as my default filter, it takes the place of the filter that was previously set as default without warning. For example:
As shown in the overview, you can see whether a filtering is personal or shared with colleagues.
To delete a filtering, click the Edit button next to the given filtering and then Delete inside the view.
