Summary
Learn how to use every available filter field in Contact Filters, including activity types, permissions, location, and matching criteria.
This article covers:
About filter criteria
Filter criteria define the conditions used to narrow your Contacts list. You can combine multiple filters and subfilters to create highly targeted segments for follow-up, marketing, or compliance.
Activity type
Events that link Properties, Contacts, and Consultants. Common options:
Before proceeding, learn how to create accurate contact filters, use Saved and Favourite filters, and share them with your Office Group. Plus, discover tips for columns, sorting, and best practice workflows.
- Go to: Contacts
- Click the Activity Type search box
- Appraisal - Appraisal, Cancelled, Listed
- Appraisal Lead - Lead, Appraised, Dismissed, Task Created
- BDM Lead - Lead, Appraised, Dismissed, Task Created
- Buyer/Tenant - In, Out, Maybe, Closed, Web Lead
- Owner / Past Owner
- Vendor - Vendor, Cancelled, Sold, Settled
- Purchaser - Purchaser / Purchased / Purchaser Cancelled
- Rental Appraisal – Appraisal, Listed, Cancelled
- Sold By Other
Subfilters for Activity Type
- Transaction Type
- Consultant
- Office
- Date
- Suburb / Street / Postcode
- Tag / Area
- Property details (Category, Type, Beds, Cars)
- Project
Other filter fields
When creating a filter:
- Go to: Contacts
- Click Add Filter Item
In the Add filter modal’s first column
- Categories - Segment contacts by custom category; add a subfilter for Category Consultant.
- Building/Project - Isolate contacts in a specific building or project
- Contact Added - Filter by date range (e.g., weekend additions)
- Contact Type - Company, Person, Supplier, Solicitor
- Last Recorded Contact - Build “living To-Do” lists (e.g., owners not contacted this year)
- Email / Mobile - Find contacts with or without email addresses or mobile numbers
- Email Blast Permission / Email Permission - Filter by permitted/not permitted
- SMS Permission / Letter Permission - Filter by permitted/not permitted
- Future Task/Appointment - Locate contacts with no planned future activity
- Property Areas / Street / Suburb (Residential) - Target by geography; combine Street + Suburb for precision
- Tags (Residential) - Filter by property/home tags
- Consultant / Office - Contacts linked to a consultant or office
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Matching Criteria - Combine for buyer/seller segments:
- Baths, Beds, Car Spaces
- E-Alert Status
- House/Floor Size, Land Size
- Looking for (Sales/Rentals)
- Building Material, Building/Project
- Property Areas, Features, Styles, Type, View
- Suburbs
- Rental Price, Sales Price
- Return % PA
- Rooms
Tips for building effective filters
- Combine Last Recorded Contact with Tags for re-engagement lists
- Use Future Task/Appointment to catch contacts who’ve “fallen through the cracks”
- Always test complex filters before saving to avoid empty results