Filters

The Filters Tool allows you to create custom filters to use within the Contact Manager.
A filter consists of groups of criteria combined with logical operators to refine your search.

Managing Filters

On the left side of the screen, you will find a list of created filters.

Creating a New Filter

Click the "New+" button.
A popup window will appear where you can enter a name for the filter.
Click Create to add the filter to the list.
The filter's configuration panel will appear on the right side of the screen.
Define the Logical Operator that will be used to combine the groups of criteria.

Filters Operator

Logical operators determine how groups of criteria are combined:

• AND → All groups must be true for the filter to match.
• OR → If at least one group is true, the filter will match.

Defining Filter Conditions

Filters consist of Groups and Criteria.

Adding Conditions

Click the Group button to create a new group of conditions.
Click the Add button to add conditions to the selected group.
Set the comparison operators (e.g., Equals, Greater Than, Starts With, etc.).

How Logical Operators Work

If AND is selected → Every condition in the group must be true for the entire group to be true.
If OR is selected → At least one condition in the group must be true for the entire group to be true.

You can add multiple groups and combine different conditions to create highly customized filters.

Deleting Conditions & Groups

Click the red trash icon to remove individual criteria or entire groups from the filter.

Editing & Deleting Filters

You can edit or delete a filter using the three-dot menu button located next to each filter.

Key Takeaways

Filters allow advanced search capabilities in the Contact Manager.
Logical operators (AND/OR) define how multiple criteria are evaluated.
Multiple groups of conditions can be added for precise filtering.
Filters can be saved, edited, and deleted as needed.