June 2021

Product updates

Filter Logic - ‘Contains’ operator: Previously, when using filter logic in List Views, Dynamic List Rules, and Reports, the 'Contains’ operator would require all values to be present in order for a record to be included in the list.

For example, if a user only needed one of multiple possible values to be present in a record in order for it to be added to the list, the ‘Contains’ operator would not be able to perform this action, as it would prevent records from being added to the list because all values were not met.

Insightly has now added two new filters to combat this issue.

Contains any: Looks for any values that have been specified and will add records that have any of the selected values.

Contains all: Functions in the same way as the ‘Contains’ filter. Any lists created before this update will automatically be assigned this filter.

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