You can search for the phrases in your Templates using these filters. For example, if one of your template buttons says No reply when I phoned then you can search for that phrase and find all the people that you called but who didn't pick up the phone.
     
    Tip If you want to move a query from the top box to the bottom box or vice-versa, drag it with the mouse and drop it into the other box.
     
Top   Notes must contain ALL of these phrases
    In order for an event to pass successfully through the filter it must contain ALL of the phrases in this section. If it contains two out of three, for example, it will not pass through.

For example: You would set filters in this section if you wanted to find all the event annotations where you had clicked He has received my quote AND He said he was interested AND He would like a product sample.

In this example all three phrases must be present (in any order) for the event to pass through the filter.
     
Top   Notes must contain at least ONE of these phrases
    In order for an event to pass successfully through the filter it must contain AT LEAST ONE of the phrases in this section. If it contains two out of three, for example, it will pass through.

For example: You would set filters in this section if you wanted to find all the event annotations where you had clicked He owns a DVD player OR He owns a Video Recorder OR He owns a Widescreen TV.
     
Top   What about gender differences?
  If you have different male and female versions of a particular phrase, the Template Filter will accept either the male or female version of the phrase as acceptable. For example, searching for He was on holiday will also find She was on holiday.
     
Top   Why doesn't anything pass through my filter?
    This is usually due to conflicting requests in the top AND box.

For example, if you want to find all the customers who own a TV, your template buttons might have these phrases: He owns a normal TV, He owns a Widescreen TV, and He owns a Plasma TV.

If you put all three phrases in the top AND box, you are effectively asking for everyone who owns a normal TV and a widescreen TV and a Plasma TV. To just find everyone who owns a TV regalrdless of type you should put these statements in the bottom box.

Likewise, if you want everyone whose postcode begins with W1 and also everyone whose postcode begins with E1 then you'd use the bottom OR box. If you had these filters in the AND box you'd be asking for everyone who had a postcode in W1 and E1, and unless someone has a house in both districts you won't get anyone matching the criteria.