Searching Contacts by using the Filter function is an easy way to narrow down the displayed Contacts to only what you want to view. Filters work the same on either Table view or Pipeline view.Filtering Contacts works in a very similar way as Filtering Transactions. You're simply filtering for different fields. To see how to Filter your Transactions, click here.
⚠️ A filter will stay applied, so it's important to note if filters are applied when going back into your contacts. Just look for the blue box with a number, next to the 'Filter' button. A '0' (zero) means no filtering is applied. Any number above that, means there is filtering applied.
Adding a basic Filter to your Contacts
- Start by clicking the 'Filters' button - You will see a number in a blue box that shows the number of current filters applied to your Contacts.
- Next, you will see the Filter slide-out appear on the right side of the screen. To create and apply a new Filter, click the '➕ Add Filter Criteria' button.
- You will then see a drop-down of available fields to use in your Filter. Choose the appropriate field. In this case, we're using Status, as seen in the animated GIF below.
- After choosing the field you want to Filter, you will then choose the value for the field. In this case, we will filter for all Contacts with a Status = New Lead, as seen in the animated GIF below. If you are satisfied with your Filter Criteria, click the 'Apply' button, in blue.
- After clicking the 'Apply' button, you will see your Filter applied and visible will only be the Contacts that fit the Filter Criteria you just applied. In this case, we simply filtered for Status = New Lead, as seen in the animated GIF below
👍 This concludes adding a basic filter to your contacts.
Adding multiple Filters to your Contacts
- Once you know how to add a basic Filter, you can apply multiple filters. Return to the Filter slide-out and click the '➕ Add Filter Criteria' button.
- As in the previous section, chose the field you would like to apply to your filter and add a value to the filter. In the animated GIF below, we will add an additional 'Status' value, and add a filter for Contact Assignee.
- Once the Filter is applied, you will see only the Contacts that fit the Filter Criteria you added. The animated GIF below shows the Contacts that fit.
- Additionally, since Filters work the same in both the Table view and Pipeline view, you can switched between them and maintain the applied Filters. You can also move to other sections, like Transactions, without losing your applied Filters. Both are demonstrated in the animated GIF below.
👍 This concludes adding multiple filters and with more than one value to your contacts.
Remove Filters Applied
- If there are Filters applied, you will see a number in next to 'Filters'. Click on 'Filters'. To remove the current filter(s), click 'X Clear All' button.
- To edit the currently applied Filters, click the 'Filters' button.
⚠️ Applied Filters are sticky. If you set a filter, it will stay applied until you change it or remove it. Be aware that when you come back to Contacts, the Filter may still be applied. To avoid confusion, always look for a number on the 'Filter' button.
👍 This concludes removing filters that were applied to contacts.