The “Filter” defines the conditions that any contact must meet in order to be displayed in the view.

1.         Notice that on the View Summary screen the Filter… is set to Off, meaning this View by default would show all Contacts in the list:

2.         Click on Filter, and go to the Advanced Tab:

3.         Now we want to enter our first 2 conditions, namely Job Title contains “Owner” and Job Title contains “Manager”. We select Job Title either from Frequently-used fields or All Contact fields in the list dropped down by the Field button and enter “Owner” into the Value field, after selecting Contains from the Condition dropdown. Click Add to add the condition to the list.

4.         Do the same for Job Title contains “Manager”.

5.         We then do the same for our next set of conditions, beginning with State = “WA”. We select State again either from Frequently-used fields or All Contact fields in the list dropped down by the Field button and enter “WA” into the Value field, after selecting is exactly from the Condition dropdown. Click Add to add the condition to the list.

6.         We do the same for State = OR and State = CA.

7.         Click OK to return to the View Summary/Customize View screen.