For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/quick-and-advanced-contact-filters.md.
  • English

      • How do I use quick and advanced filters in Contacts?

      In Contacts, use the quick filters for ready-made views (for example, your contacts, leads and customers), or build advanced filters for more specific searches.

      To create an advanced filter:

      1. Open Contacts and click Filters.
      2. Choose a field (name, status, source/UTM, amount spent, product, tag, and so on).
      3. Add as many conditions as you need and combine them with AND / OR to segment precisely.
      4. Save the view as a segment to reuse it later.

      If it didn't work

      • Not seeing the contacts you expected in the view? Check whether the conditions are set to AND (all must be true) or OR (just one is enough). See Contacts.
      • Want to reuse the filter in other actions? Understand the difference between list and segment.
      • No permission to open Contacts? See Settings without permission.