Filters let you apply conditions to your claims, tasks, contacts or companies, so you can organise your data effectively.

Your Claimable account comes with some default filters, but these are completely customisable, so you can create your own list that suits you workflow.

There are no limitations on how many filters you can add and they are available to everyone on your team. Filters can be edited and deleted according to preference, so don't fear playing around to find the right filters for you. Your claims won't get deleted even if a filter is!

The Benefits of Filters 

Reporting

Filters are a great way to report on your claims, tasks, contacts or companies by applying simple or multiple conditions. For example, if your team requires a report of claims for a particular incident date range, you can create a filter for this period.

Another scenario could be to report on the number of motor claims that have complaints. By adding a filter with Claim Type: "motor" and Has Label: "Has complaint", it will show only show claims with both these conditions.

Powering Your Workflow 

You can quickly see a list of all your filters from the Claims, Tasks, Contacts and Companies tabs, along with the total in each filter.

Depending on your filters, this will give you an at-a-glance overview of what each filter shows, along with the number of claims, tasks, contacts or companies that needs your teams' attention.

For example, if your team needs to work through motor claims awaiting review, a filter can be created with the Claim Type: "motor" and Has Label: "Needs Review", so that each team member can easily see what they need to action. 

Creating a Filter for Claims

When creating a new filter there are six available conditions that you can apply as explained below: 

Status

The Status field gives you the option of choosing if the filter is going to show open or closed claims. Leaving this field blank will show both. 

Client 

The Client field allows you to specify the client linked to the claim. If the field is left blank, the filter will not take into account the client and show all the claims with any or no client linked to them.

Broker

The Broker field gives you the opportunity to filter your claims by the broker linked to them. This filtering option will only be available when a company with the broker role has been previously created. 

If the field is left blank, the filter will show you all the claims with any or no broker linked to them.

Insurer

The Insurer field allows you to filter your claims by the insurer linked to them. This filtering option will only be available when a company with the insurer role has been previously created.

If the field is left blank, the filter will show you all the claims with any or no insurer linked to them.

Claim Type

There are three claim types available to filter: property, motor and warranty. The filter can either show all claim types by leaving this field blank, or one specific if chosen from the dropdown menu.

Incident Type

Dependent on the chosen Claim Type, the Incident Type field allows you to specify which incident type to filter on from the dropdown menu. If no Claim Type is chosen, the Incident Type field will not show any options. 

Incident Date

The Incident Date field allows you to specify a date range to filter on, by entering the From and To date. Alternatively, you can populate just one of the From or To dates to filter either after or before that date, respectively.

The filter is inclusive, so it will include claims with an Incident Date that falls on the From and/or To dates entered.

Created Date

The Created Date field allows you to filter your claims on a date range between which the claim was created. Alternatively, you can populate just one of the From or To dates to filter either after or before that date, respectively.

Assigned To

The Assigned To field gives you the opportunity to filter claims assigned to a specific person by adding his/her name from the dropdown menu.  

Has Labels

The Has Labels field allows you to specify one or more labels to apply to your filter.

When specifying labels you will be able to toggle between “All” and “Any”. If you select “All” the filter will only include claims having all labels applied. If you select “Any” the filter will include claims that have at least one of the labels specified.

Appointed Suppliers

The Appointed Suppliers field allows you to filter claims by one or more suppliers appointed to them. 

When specifying the appointed suppliers you will be able to toggle between “All” and “Any”. If you select “All” the filter will only include claims having all suppliers appointed. If you select “Any” the filter will include claims that have at least one of the suppliers appointed.

Creating a Filter for Tasks, Contacts and Companies

Just as you can create a filter for claims, as explained above, filters also work on Tasks, Contacts and Companies too, with specific conditions for each.

Need help?

Just click the support chat bubble in the bottom right corner and we will happy to assist you. Alternatively, you can learn more from the following introduction article: 

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