How to Sort or Filter your Contact List

Search for one specific contact or create lists of contacts based on the criteria you define

ShinePages Support

Last Update il y a 3 mois

As you start to collect Contacts in your system, you will find the ability to sort, organize and pull lists easy using the "Filter" function. 

From the CONTACTS tab - click on the "Add Filter" button to be able to filter your contacts based on a number of CRM properties, including name, email, tag, etc.  

If you collected this information from your contact's within your opt-in Forms, or within your Booking Widgets, Checkout Widgets, etc. you will be able to use that property as a filter.  


(Note: You also can create NEW CRM properties for your forms and use those as a filter search as well) 

When filtering based on any "free type" type of properties - such as NAME, EMAIL, etc. - you may want to select "contains" or "starts with" instead of "is" as the search parameters: 

See the video below for further instructions on sorting and filtering your Contact List: 

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