Field representatives can filter their mobile place lists using custom place attributes. This helps reps narrow down stores by specific customer data - such as channel, banner, distributor, or zone - without needing to open individual place records.
Open the mobile app and navigate to the Places screen. Tap the Filter icon at the top of the list.
In the filter menu, tap Custom attributes.
Browse the attributes organized by group name, and select the custom attribute you want to filter by. Enter or choose your filter criteria based on four field types:
Short text: Enter the exact text you want to match. (Note: Partial matches or "contains" searches are not supported).
Numeric: Choose an operator (EQUALS, LESS THAN, BETWEEN, or MORE THAN) and enter your value.
Yes/No: Select the required value from the picker.
Selection: Search and select one or multiple options from the list. Multiple selections within the same attribute use OR logic.
- (Optional) To refine your list further, tap Add filter to apply additional custom attributes. Multiple attributes are combined using AND logic.
Tap Apply filters.
Result
Your place list will update immediately to display only the places that match your selected custom attribute criteria. Applied filters will appear at the top of the list, where they can be edited or cleared at any time.
Important Notes & Limitations
- Permissions: Reps can only view and filter by custom attributes they have permission to access, as configured by an Admin in the Web Settings.
- Long text attributes: Long text custom place attributes cannot be used as filters.
- Availability: This feature is currently rolled out to a select group of customers. Contact your Customer Success Manager to check availability for your organization, or check directly in the mobile app.
- Requirements: Available on iOS version 7.4.30+ and Android version 7.8.20+.