Filtering & Saved Views

Permissions

• Use filters and saved views: All roles
• Create saved views: All roles
• Delete saved views: Creator of the view, or Admin/Owner

Filter your contacts

1. On the contacts page, click + Filter
2. Choose a field to filter by:
   • First name, Last name, Email, Phone, Position, Tag
3. Choose an operator:

Operator	Available for
is	Text, Tags
is not	Text
contains	Text
not contains	Text
starts with	Text
is empty	Text
is not empty	Text
greater than	Numbers
less than	Numbers

4. Enter a value (not needed for “is empty” / “is not empty”)
5. Click Apply

You can add multiple filters — they are combined with AND logic (all conditions must match).

Filter by tags

Click a tag in the tag filter bar above the table to quickly filter contacts by that tag. This works alongside the filter builder.

Clear filters

• Click Clear all to remove all active filters
• Click the X on an individual filter to remove just that one

Saved views

Save your current filter setup for quick access later.

Save a view

1. Set up your filters
2. Click Saved views (bookmark icon)
3. Click + Save
4. Enter a name for the view
5. Press Enter or click Save

Load a view

1. Click Saved views
2. Click the view name to apply its filters

Delete a view

1. Click Saved views
2. Hover over the view name
3. Click the X to delete it

The Default view is always available and shows all contacts with no filters.

Note

Saved views are shared across your team — everyone in the workspace can see and use views created by any team member.

Pagination

The contacts table shows 25 records per page by default. Use the pagination controls at the bottom to navigate between pages.