Filters just learned to say “or.” When you apply more than one filter to a list, a new Filter Condition selector lets you choose how they combine: And returns records matching every condition — the behavior you know — while Or returns records matching any of them. One view can now catch, say, every job whose Service Type is Commercial or that's tagged Commercial — so records filed either way all land in the same list.

What's New

• Filter Condition selector: an And / Or choice at the top of the Add Filters panel, shown whenever you've added more than one filter.
• Everywhere you filter: available across the Work Request, Companies, Contacts, Estimate, Lead, Invoice, Work Order, Claims, Payment, Bill of Lading, and Sent Items listings.
• Saveable in views: wherever Save View is supported, your views keep the chosen operator — build an “either way” view once and it's always a click away.

Who This Is For

• Sales managers building catch-all pipeline views where a record might be classified in more than one way
• Back office teams whose data entry varies — a tag here, a field there — and who need one list that finds both
• Anyone who's wanted a filter that casts a wider net instead of a narrower one

🧭 How to Use It

1) Open Add Filters on any supported list and add two or more filters. The Filter Condition selector appears at the top — pick And to require every condition, or Or to match any of them.

The Filter Condition selector, shown when multiple filters are applied

2) For the “either way” case: filter Service Type is any of Commercial, add Tags is any of COMMERCIAL, and switch the condition to Or — the list now shows jobs that match either one.

3) Save it as a view wherever Save View is available, and the operator is saved with it.

Good to Know

• One operator per filter set: a set of filters is all-And or all-Or — the two can't be mixed within the same set.
• And remains the default: existing filters and views behave exactly as before; the selector only appears once a second filter is added.
• Eleven modules covered: the operator works in the listing filters for Work Requests, Companies, Contacts, Estimates, Leads, Invoices, Work Orders, Claims, Payments, Bills of Lading, and Sent Items.

Available Now

AND / OR filter logic is live now in Add Filters across your listings and saved views — no setup needed. Build the view that matches how your data actually looks, not just how it's supposed to. Straight from customer feedback, as always.