Step-by-Step: Setting Up Advanced Contact Filters
Create complex filter conditions to find specific customer segments in Local Business Pro.
Quick Answer: Click the Filter button on the Contacts page, add conditions like 'Contact Type equals New Customer', combine with AND/OR logic, and apply to see matching contacts.
Why Use Advanced Filters
Advanced filters help you find specific customer segments for marketing, follow-ups, or analysis. Find customers by location, type, activity, or any combination of criteria.
Step-by-Step Setup
- Navigate to Operations > Contacts
- Click the Filter button next to search
- A slideout panel opens
- Click Add Condition
- Select a field to filter by (e.g., City, Contact Type)
- Select a comparison (equals, contains, greater than)
- Enter the value to match
- Add more conditions with AND or OR logic
- Click Apply to filter the list
Example Filter Combinations
New customers in Phoenix:
Contact Type = New Customer AND City = Phoenix
Inactive customers:
Last Contact > 90 days ago
High-value customers:
Total Invoices > $5000
Frequently Asked Questions
Q: Can I save filter combinations for reuse?
A: Currently filters reset when you leave the page. Apply them each session as needed.
Q: What fields can I filter by?
A: Name, phone, email, contact type, city, state, zip, created date, last contact date, and custom fields.
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Last updated: February 1, 2025