> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/crm/filter-and-search.md).

# Filter & Search

Types of filter

1. **Global Filter**\
   Filters data permanently, for every user on the board. Only Super Agents can create this filter.

   <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FT4LZ83Qo3zvIhs5dlGRH%2FScreenshot%202025-08-21%20at%202.03.47%E2%80%AFPM.png?alt=media&#x26;token=d0e97212-0203-4f3f-a7e6-72f13027707a" alt="" width="563"><figcaption></figcaption></figure>
2. **Global Filter by Agent**\
   Filters data by **Deal Owner (Agent)**.

   <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FY2tDRSBOGHFsBnLzOeiz%2FScreenshot%202025-08-21%20at%202.03.55%E2%80%AFPM.png?alt=media&#x26;token=a9e6cb11-952b-4fe0-9c6f-94c9e7fb483e" alt=""><figcaption></figcaption></figure>

   * Choose a specific agent, or use the dynamic **"Assign to me"** filter.
   * Each user sees something different, depending on what's assigned to them.
   * Only Super Agents can create it.
3. **Basic Filter**\
   A personal filter that only the person who created it can see.
   * It doesn't affect other users.
   * For example: hiding "Closed" deals, showing a particular industry, or filtering by date.

***

#### Search

**Search** sits in the board header and lets you find data quickly.

* It covers every **Text** and **Number** column.
* Search results still follow whichever filters are active, whether **Global Filter** or a basic **Filter**.