Tip #19: A Workaround to Filter by Tag A OR Tag B
Right now, when you combine multiple tags or filters in Highrise, only contacts that meet ALL selected criteria are shown, not contacts that meet ANY selected criteria.
For example, filtering by the tag
demo and the tag
Opportunity! only shows contacts with both tags. Not one of the tags.
This shows 30 total contacts:
So how can you filter by contacts tagged
Opportunity! right now?
Use a workaround!
You can add a temporary tag when filtering by each tag individually, and then filter by that temporary tag.
First, filter by
demo and add the temporary tag:
Now, filter by
Opportunity! and add the temporary tag:
And finally, filter by the temporary tag
demo-Opportunity! and see contacts with both tags.
This now shows 113 total contacts:
And yes, it does take a few extra steps. It’s a workaround.
Our team continues to consider ways to improve filtering options, including full support for OR functionality. Please stay tuned!
Questions? Please send us a message and we’ll get back to you as fast as we can.