Smart lists and advanced filters

Smart lists are saved, filterable views of your contacts. Advanced filters let you narrow a list with specific rules, so you can find exactly the customers you want, such as everyone whose last appointment was more than a set number of days ago.

Each filter has three parts: a field, an operator and a value. The operators change with the field type, so date fields offer date options and number fields offer comparisons.

To build one, go to Contacts, start a new smart list, open advanced filters, search for a field, pick an operator, enter a value and apply. Add nested filter adds a condition that must also be true (AND logic), and add filter adds another condition a contact can match instead (OR logic).

Filter types include:

• Date filters on fields such as last appointment, date of birth, created on, last activity and last email opened. Options include today, tomorrow, this week, this month, a specific date, between two dates, before or after a date, more or less than a set time ago, in the next or last few days, and is not versions of each.
• String filters for text fields.
• Numeric filters for numbers.
• Status and opportunity data.

This helps a local service business find customers due for a follow-up, contacts missing key details, or people with an upcoming appointment.

If you use communities, the groups filter in the client portal section segments contacts by community group membership. You can find contacts in no group, in any group, or in one or more specific groups, and combine it with tags, custom fields and activity filters. Membership comes from your community groups, so no extra tagging is needed.