Filter by all fields
Use case: I want to find all contacts who have provided a Facebook link. Or all those for whom I have a phone number. I need to be able to filter very precisely in the CRM when I have several thousand contacts.
Use case: I want to find all contacts who have provided a Facebook link. Or all those for whom I have a phone number. I need to be able to filter very precisely in the CRM when I have several thousand contacts.
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Comments1
Dex Operations
Sep 24
Requested again by a customer screening a large contact list to decide what to archive. They want to combine presence conditions in the contacts filter bar, for example no email and no phone number but a LinkedIn profile present, and then bulk archive whatever matches.
Two thirds of this already works: "Has email" and "Has phone number" are live filter properties and conditions combine with AND. The gap is social presence. The public API can already filter on whether a contact has a LinkedIn, Twitter or Instagram handle, but those are not exposed as filter properties in the UI, so the combination cannot be built from the contacts page. Facebook has no equivalent filter on either surface.