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.
Users can seamlessly filter contacts directly from the Home page, providing instant visibility into the number of contacts that match the applied filter.
How the different types of filter work
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 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
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”