Filtering on iPhone & iPad

Filter People, Companies, Opportunities, and Tasks on iPhone and iPad using Category, Keywords, and other criteria that vary by object type.

Filtering on iPhone and iPad narrows a list down to matching records, using a smaller set of criteria than Mac.

Key facts:

• Filtering works on one object type at a time, same as on Mac.
• Smart Lists aren't available on iPhone or iPad — filters here are temporary only. See Smart Lists.
• Which criteria are available depends on the object type or view you're filtering, not a single fixed list.

What Can I Filter By on iPhone & iPad?

View / Object	Available Filters
People, Companies	Category, Keywords
My Opportunities	Category, Keywords
All Opportunities	Category, Keywords, State
My Tasks, Someday	Category, Keywords, Status, Priority
Delegated	Category, Keywords, Status, Priority, Owner
All Projects	Category, Keyword, Status
My Projects	Category, Keywords

How Do I Filter on iPhone & iPad?

1. Open the list you want to filter — People, Companies, Opportunities, Tasks, or Delegated.
2. Tap the Filter button.

   
3. Choose the criteria available for that view like Category, Keywords, and where available, State, Status, Owner, or Priority.
4. Tap Apply (or equivalent) to filter the list.

To remvoe the filter, tap the Filter button and tap Clear Filter

Frequently Asked Questions

Can I save a filter as a Smart List on iPhone or iPad? No — Smart Lists are Mac-only. See Smart Lists for more information

Why do I see more filter options on some screens than others? Available criteria depend on the object type and the specific view — All Opportunities, for example, adds a State filter that My Opportunities doesn't. See the table above.