Contact Filters
Find who you’re looking for, with filters
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.
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
- Filter contacts by States (Lists) per Project
- Filter contacts by Date Bio Last Updated
- Filter contacts by Date Activity Happened
- Filter contacts by Date Update was Posted
- Filter contacts by progress made towards Progress Trackers and when
- Filter contacts by Events Invited To
- Find a contact by searching for a custom identifier which isn't their Name: e.g. serial number, ID number, internal code, etc
- Contact Filters - a feature available in many places
How it works
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 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 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 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.
You still have the option to manually choose the desired start and end dates using the Custom Range.
You can use space bars when looking for content in a text field.
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”
Save your filters
When you save a filter you can apply it again in the future in one click.
Select the criteria within the Contact Filters as usual and then click Save a filter
A popup appears in which you can name your filter and choose who else may access it
You’ll see that your saved filter is displayed in the Saved Filters section of the Contact Filters