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/features/contacts/filter-contacts-by-number-date-yes-no-field.md.
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      • How to filter contacts by number, date, or yes/no custom field

      Custom fields of type number, date, and yes/no accept comparison operators in the contact filter: you can ask for "everyone with more than 3 pages", "everyone who hasn't logged in since July", or "everyone who has already sold" without creating a band of options for each cut. Text and select fields only compare equality; these three compare magnitude.

      Before you start — you need CRM access with permission to view contacts, and the custom field must have Allow filters switched on. Without it, the field does not appear in the filter builder.

      Build the filter

      1. Open My Contacts and click Filters.
      2. Add a condition and pick the custom field by name.
      3. Choose the operator — the list changes with the field type (see the table below).
      4. Enter the comparison value: a number, a date, or Yes/No.
      5. To reuse the cut, save it as a segment — it keeps itself up to date as values change.

      Operators by field type

      Field typeAvailable operators
      Numberequals, not equal to, greater than, greater than or equal to, less than, less than or equal to, is filled, is empty
      Dateequals, not equal to, after, from, before, until, is filled, is empty
      Yes/Nois, is not, is filled, is empty

      The difference between greater than and greater than or equal to is the usual one: the first excludes the value you entered, the second includes it. The same applies to dates with after (excludes the day) and from (includes it).

      Examples

      • Most engaged customers — a numeric field such as "Pages created" + greater than + 3.
      • Re-engagement — a date field such as "Last access" + before + the date three months ago.
      • Who has already sold — a yes/no field such as "Has sold" + is + Yes.
      • Range cut — two conditions in the same group with all applying: "greater than or equal to 10" and "less than 50".

      FAQ

      Why doesn't my custom field show up in the list? It has Allow filters switched off. Open the field settings and turn it on — the option's own description says it: the field then appears in the CRM filter builder.

      Do contacts with no value at all match? No. A comparison only finds contacts that have a value stored in that field. To find the ones without it, use is empty.

      Does 0 count as empty? No. Zero is a value: it matches "is filled" and comparisons such as "less than 1".

      Can I mix different field types in the same filter? Yes. Each condition uses the operators of its own field, and they coexist in the same group with all or any applying.