Summary
Learn how to quickly search for contacts by category using filters.
This article covers:
About contact search by category
Searching by category helps you narrow down contacts based on predefined classifications. This is useful for targeting specific groups, such as appraisal lists or auction participants.
Search for a contact by category
To perform a quick category-based search:
- Go to: Contacts in the sidebar
- Click Add Filter Item
- Under the Select filter, choose Categories
- Under Select condition, select one of the available options
- Start typing the category name or select it from the dropdown list
- (Optional) Select Multiple Categories
Tip: You can also add a subfilter by an individual consultant, to get that person's list as opposed to a combined list of all staff.
- To remove a category from the search, click the X next to the category name
- Click Apply to view the filtered list
Note: Categories must be predefined in the system, and filters apply only to the current search session.
Articles in this section
- Add a new contact
- Delete a contact’s residential address
- Export filter results for contacts and properties
- Filter contacts by email status
- Filter contacts by activity type and subfilters
- Filter contacts by last recorded contact date
- Filter contacts by matching criteria update date
- Filter criteria reference for contact filters
- Manage contact boards
- Manage orphaned contacts using saved filters