CRM Software for Economic Development Organizations
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What are all the special Client filter parameters offered by Neoserra?

In Neoserra, you use a filter to search for specific records. The word "filtering," in the case of Neoserra, is synonymous with the word "searching".

You can filter on any field that you see on the data entry record. Any field shown in light gray on the data entry screen of a Neoserra record, becomes a potential filter parameter:

While the field names are all filter parameters, on the right hand side of the data entry screen, you see the values that you can search for.

In addition to the parameters that you see on the screen, there are also a number of special filter parameters that are offered by Neoserra to help you find certain types of records. This FAQ highlights the special Client filter parameters offered by Neoserra.

Client Filter

Filter Parameter What does it do?
Activated/Inactivated On This filter parameter lets you search for the date a client record was changed from active to inactive or vice versa.
DLA Active This filter parameter lets you search for all clients who meet the DLA 1806 "Active Client" definition, which says: That is client to be considered "DLA Active" if they have had at least 30 cumulative minutes of reportable contact/prep time; and/or one of the contacts attended at least one DLA-funded training event.
Long-term Clients This filter parameter lets you search for all clients, across all centers, that have had 5+ hours or counseling since the start of the fiscal year.
Is a new client from eCenter? This filter parameter lets you search for all clients that have signed up via eCenter Direct and who have not yet been processed. This specially calculated filter is also available on the Neoserra home page.
Current email delivery failures? This filter parameter lets you search for all clients that have had an email failure due to emails sent from Neoserra. This filter search across three different email addresses:
  • Company email address
  • Contact email address
  • Bid match email address
Any Contact's X Where X represents either "County", "Federal District", "State Rep. District", "State Senate District", "Veteran Status", and "Reservist Status". This filter parameter lets you search for those clients who have any contact(s) with a specific value in these fields.
Last mybidmatch.com Access This filter parameter lets you search for all clients who have been actively reading their bid match results on their private mybidmatch.com web page. This filter parameter is generally speaking used with the "NOT" operator to find all clients who have not been reading their bid matches.
Total Number of Attached Documents This filter parameter lets you search for all clients who have between X and Y number of attached documents.
Total Size of Attached Documents This filter parameter lets you search for all clients who have between X and Y bytes of combined documents. Note, that the parameter uses bytes as its unit of measurement. Roughly, 1,000,000 bytes is equal to 1 MB, thus if you want to find all clients with 5-100MB of document attachments then you would enter the range between 5,000,000 to 100,000,000.
Document Size This filter parameter lets you search for all clients who have any one (or more) document(s) between X and Y bytes in size. Note, that the parameter uses bytes as its unit of measurement. Roughly, 1,000,000 bytes is equal to 1 MB, thus if you want to find all clients that have one or more documents between 5-100MB, then you would enter the range between 5,000,000 to 100,000,000.
Any Activity This filter parameter lets you search for all clients who have had either a counseling, milestone, award, or capital funding session during the period specified. This parameter will inlcude both reportable and non-reportable sessions. It will not consider training events to be an activity for consideration.
Most Recent X Where X represents:
  • Award
  • Initial/Follow-up Session
  • Initial Session
  • Follow-up Session
  • Close-out Session
  • Investment
  • Milestone
  • Chrisman Survey Response Milestone
  • Survey Response Milestone
  • Success Story (Date)
  • Success Story (Desc)
  • Survey Response
These filters all search for those clients with the most recent X activity for the period specified, regardless of whether the activity was reportable or not. The clients identified will have had their most recent X activity between the period specified, but they may have had additional activity in other periods.
Any X Where X represents:
  • Award
  • Initial/Follow-up Session
  • Initial/Follow-up Session (relative days)
  • Initial Session
  • Initial Session (relative days)
  • Follow-up Session
  • Follow-up Session (relative days)
  • Close-out Session
  • Close-out Session (relative days)
  • Investment
  • Y Milestone
  • Survey Response
These filters all search for those clients with the any X activity for the period specified, regardless of whether the activity was reportable or not. There are four filters with additional "relative days" calculations, which simplify the filtering process by allowing you to enter a number of days you want to filter back. For example, you can search back 90 days without putting in the actual date range, but rather using one of the "relative days" filters. Also please note, that you filter for any specific milestone type that has been used in your database. A milestone that was never used will not appear on the list.
Any Conference Attendance (by Date) This filter parameter lets you search for all clients that have had one ore more contact attend one or more of your events between a chosen date range. They must have attended the event, all other statuses are ignored.
Any Conference Attendance (by Title) This filter parameter lets you search for all clients that have had one or more contact attend one or more of your events with a certain title. You can wild card the title name as shown below:

The above screenshot will search for all events with either the word "procurement" in the title of the word "government" in the title. The two wild carded words are separated by a comma. The contacts must have attended the event, all other statuses are ignored.

Filters And then perhaps one of the most powerful filter options is the ability to include other form filters in your client filter! In other words, you can nest multiple filters together. If you have saved a filter from a different form, or if you just completed a filter in a different form, then you can incorporate these filter results with your client filter. At the bottom of the list you may optionally see other filters available for inclusion:

You may have more or less filter options depending upon whether you have any saved or recently executed any filters. Lets demonstrate this with an example. You may create a contact filter to find all serial entrepreneurs in your center by creating the following contact filter:

Now you may want to know how many of these businesses are SBA 8(a) certified. What you can do is bring the CONTACT filter results over and then add your additional CLIENT filter parameters, as follows:

Note, that the filter value on the right hand side, is the "Current contact filter". In other words, it is the filter you just created, and it does not need to be saved.

Center v. Centers

The "Filters" option is frequently used when searching across multiple centers. There are two filters you can use to search across multiple centers. You can either use the "Center" filter or the "Centers" filter. Selecting "Center" as a filter parameter, you have the option to pick and choose the centers that you want to include in your filter:

If you select "Centers" then you are embedding a saved center filter in your client filter. There are two built-in saved center filters called: "All permitted centers" and "All permitted, active centers." Both filters will only leat you search across those centers that you have permissions to, but the second filter (as the name implies) will only include results from active centers, and is thus used more commonly:



Want more? Browse our extensive list of Neoserra FAQs.