Filtering & search

Every list in Cavyro works the same way: search to find text, filter to narrow the set, sort to order it. Filters apply to the whole dataset, not just the page you’re looking at.

Search

Type at least 2 characters and search matches partial text, case-insensitive:

• Deals: title.
• Contacts: first name, last name, full name, email, phone, and every social handle.
• Companies: name, website, address fields, VAT number, registration number.

Filters by entity

Deals can be filtered by:

• Status (open, won, lost), priority, and source
• Pipeline and stage
• Assignee, contact, company, and creator
• Value range (minimum and maximum)
• Expected close date range
• Custom fields

The same filters work on the pipeline board, so you can look at the board through one assignee’s eyes or only see deals above a certain value. Pipeline and stage filters don’t apply there, because the board already is one pipeline.

Contacts can be filtered by:

• Company or deal they’re linked to
• Job title (partial match, so “eng” finds “VP Engineering”)
• Telegram handle (with or without the @)
• Tag and creator
• Created date range
• Custom fields

Companies can be filtered by:

• Industry, region, and company size
• Country and city (partial match)
• Parent company (to list its subsidiaries)
• Linked contact and creator
• Created date range
• Custom fields

Sorting

Every list can be sorted by its key columns, ascending or descending, including custom fields. The order is stable, so paging through a long list never skips or repeats rows.

Archived records

Deleted records are archived, not destroyed. Every list has a three-way switch:

• Active (default): only current records.
• Archived: only deleted ones, so you can find and restore them.
• All: both together.

Custom field filters

Any custom field you define on deals, contacts, or companies becomes a filter. Combine it with the built-in filters freely.