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Shreeya Dangol
Written by Shreeya Dangol

How to add contact filter?

Contact Filters

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.