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You can use filters to find a list of contacts that match specific criteria. Click the Contact Filters button on the Manage Contacts page to get started.
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Now you can also filter the contacts shown in the Contacts tile of your My Home page. Find out how to do that. |
How the different types of filter work
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Steps
Select My Apps in the top menu
Select Contacts
On the Manage Contacts page, select Filter Contacts
The Filters Overlay appears. It has expandable and collapsible sections. Click each section to expand it. By default, the Projects filter is expanded
The Filters Overlay remembers your previous settings so to start filtering afresh, press the Reset button at the top of the Filters Overlay
Once you have selected the filters you want to use, press the Apply button
Types of filter
If you use classic Contact Forms, press the Contact Category Form fields (classic) 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 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 that 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 using the Custom Range.
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You can use space bars when looking for content in a text field. Example:
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