We have improved the advanced filtering for smartlists to bring better consistency, clarity, and standardization. Earlier, filters had inconsistent operators across different data types and some commonly expected operators were missing. We have standardized how operators behave across date, numeric, and string filters while cleaning up existing logic. This update also resolves a long-standing issue related to future date filtering. The goal is to standardize filter behavior across data types while improving usability and reducing confusion for users.
Added
commonly requested operators
for date filters:
today, tomorrow, yesterday, this week, this quarter, this year, before date, and after date
to the existing set of date operators
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Standardized string filter operators
to ensure consistent behavior across fields
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Introduced
DND as a suffix for SMS, email, call, WhatsApp
, etc., making communication-related filtering easier.
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Renamed Pipeline filters -> Opportunity
to better align with terminology commonly used and understood by our customers.
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Enhanced
email and WhatsApp status operators
to better reflect the underlying status criteria and cover additional matching scenarios.
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Improved
filtering and operators for Numeric fields
- added more options.
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The updates are applicable to tasks, custom objects and companies