You can now search and segregate your clients by using filters in the contacts list.

Follow the given steps to add and save the filter.

Step 1 - Go to contacts module, any contact, client, prospect or enquiry.


Step 2 - Click on the add new filter button



Step 3 - Select the filter category from the dropdown list.



Step 4 - Set the parameter and select the parameter value.




Step 5 - You can also select multiple filters in a similar way.

To save the added filter,

Step 1 - Click on the "Save filter" button.



Step 2 - Give a Filter name.



Step 3 - Select the filter from the saved filter list to use it again.

Published on: 03 / 07 / 2019