Tip #31: Three Underrated Contact Filters
Did you know you can filter by almost any contact or custom field in your Highrise account?
It’s true, and here are three contact filters several customers don’t know exist. We know because we’ve answered questions over and over again.
1) Contacts attached to Case or involved in a Deal
Go to your Contacts page, click Add filter by field, and choose the Attached to a Case or Involved in a Deal options:
2) People in a company
If you’re looking to find all people contacts associated with a company, you can enter in a company’s name under the People in a company filter.
This filter helps if you’re looking for a certain person within a company, or if you need to make some bulk action (tag, email all at once, delete) with the people contacts.
Go to your Contacts page, click Add filter by field, and choose the People in a company option. A bonus is you can also find People without a companies using this filter:
3) Background field
One of the most versatile contacts fields in Highrise is the background field. It can be used to store information on how you met a contact, preferences or quirks about the contact, or old notes.
Go to your Contacts page, click Add filter by field, and choose the Background option:
Bonus: Combine any filter
You can also combine any of these filters with other contact fields or any tag filters. All you need to do is add a new filter, check it out:
Questions on contact filters? Contact our support team, so we can help.