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Use contact filters to segment and action your CRM

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Summary

Learn how to build precise contact filters, apply Saved and Favourite filters, and share them with your Office Group. Plus, tips for columns, sort order, and best‑practice workflows.

This article covers:

About contact filters

What this feature does

Contact Filters help you narrow your Contacts list to the exact people you need—by activity, permissions, location, tags, matching criteria, and more. You can save, favourite, and share filters with your Office Group, and quickly apply them from the Contacts screen or Dashboard.

Why it matters

Well‑targeted filters drive faster follow‑up, cleaner data, and more innovative campaigns. Keep frequently used filters as favourites for one‑click access.

Access contact filters

Open the Contacts screen to build or apply filters. Saved Filters (Default, your own, or shared) are always available via Saved Filters on the Contacts screen.

Saved Filters (Default, your own, or Shared) are always available via Saved Filters on the Contacts screen.

Quick access points

  • Favourite Filters - One‑click apply from the Contacts screen or Dashboard
  • Saved Filters - Select from Saved Filters and apply immediately

Add a new filter

Create a precise, reusable filter for your workflow.

To add a new filter:

  • Go to: Contacts
  • Click Add Filter Item
  • In the Add filter modal’s first column, select a filter (start typing to narrow the list)
  • In the second column, choose the condition (e.g., is, is not, contains, is empty)
  • In the third column, select value(s)

Tip: Learn how to use every available filter field in Contact Filters, including activity types, permissions, location, and matching criteria.
  • (Optional) Add additional filter items to refine further

  • Click Apply to preview results
Note: Avoid stacking conflicting conditions (e.g., Email permission = not permitted AND Email Blast Permission = permitted) as results may be empty or misleading.

After creating your filter, you can save it.

Apply a saved filter

Use an existing saved or favourite filter without rebuilding.

To apply a saved filter:

  • Go to: Contacts
  • Click Saved Filters

  • Select a filter to apply
  • (Optional) From the Dashboard, under Contacts, click any favourite filter to apply it with one click

Note:  Default Filters ship “out of the box.” You can’t edit them directly, but you can Apply, modify the result, and Save As a new filter.

Save, favourite, and share filters

After creating and applying a filter, it can be saved. Keep great filters within reach and share them with your office group.

  • Click Save

The Save Filter Modal will appear where you can:

  • Name your filter clearly (e.g., Owners-No Contact This Year-Farm Area)
  • Choose Privacy: Private (Just Me) or Share with everyone in your office group.
  • (Optional) Click the star icon to make it a Favourite

  • Click Save

Saved Filters screen actions

To saved filters:

  • Go to: Contacts > Click Saved Filters
  • Click the ellipsis (…) for:
    • Edit name and visibility
    • Favourite/Unfavourite
    • Delete (subject to permission)

Filter types and permissions
  • Default Filters - Provided by the system; cannot be edited. You can Apply, modify, Save As, and Favourite
  • Saved Filter (yours) - Full control: edit, delete, share, favourite
  • Shared Filter (from a colleague) - Cannot edit original, but can Apply, modify, Save As, and Favourite
Tip: Favourite Filters appear on both the Contacts screen and the Dashboard for fast access.

Reset, clear, and troubleshoot filters

Reset vs Clear filters

  • Reset - Returns all viewing options (including layout choices) to default
  • Clear filters - removes only the filter criteria, leaving view settings as‑is

Note: Conflicting permissions (e.g., Email permission vs Email Blast Permission) can zero out results; test each field independently first.

Manage columns and sort order (table view)

Edit columns 
  • In the search results, click Table
  • Click Edit Columns to add, remove, or reorder columns

  • Click Save
Sort order
  • Click any column with arrows to the left of the heading to sort ascending/descending

  • Use Order By for multi‑level sorting (e.g., Suburb > Street > Last Recorded Contact)

  • Click Confirm
Tip: Save your filter after adjusting 'Order By' so the sort logic travels with the filter.

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