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  • If you use classic Contact Forms, press the Contact Category fields section to see a list of the fields used on your Contact Forms. You can then filter the contacts according fields used on your Contact Forms

  • If you use Custom Forms for Contacts instead of classic Contact Forms, press the Contact form fields section to see a list of the fields used on your Custom Forms for Contacts

  • Date Activity happened, Date Update posted, Date Update edited: these filters allow you to filter by Progress Tracker but within the constraints of stories which fall within the range you set for when the story happened, was posted or was edited.

  • For Date-related filters, you have access to a predefined list of commonly used date ranges like

    • Today

    • Late 7 days

    • Next 7 days etc.

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  • You still have the option to manually choose the desired start and end dates.

Info

The Contact Filter accepts space character in the text fields.

Example:

  • When searching for contacts having the postcode “EH1”, the system will display all contacts with the postcodes “EH1”,like “EH1 ab”, “EH10 RR”, “GG EH100 GG”.

  • But when a space character is included “EH1 “, then the result will be the contact with the postcode “EH1 ab”

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