Kontakt Filter (en)


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In this tutorial, we'll show you how to use filters and sorts with contacts in Samdock.

To use filters and sorts, go to the  Contacts section in Samdock.

Right below the title of the Contacts section, you'll find the filters to organize the way in which you visualize the data.

Any contact

With this filter, you'll select if you're looking for PersonsOrganizations, or Any contact (persons or organizations indistinctively).

Add filter

Filters allow you to see certain information and disregard certain other depending on the value they have in their fields. This means that you'll get to filter according to the data you have on your contacts.

For example, if you choose to filter by contacts for which you don't have an email address, then you'll only see contacts that lack an email address.

As we mentioned before, in Samdock you can filter by data fields, and since those fields vary a bit depending on whether they're Organizations or Persons, filters are also divided into those two categories.

Let's explore all the filters you have available in Samdock.

Organization fields

These filters will allow you to work with the information in the data fields that correspond to organizations. This means that you'll get to work with any sort of data you enter in the Organization's contact details.

The following filters can be used in the same way, and we'll explain that below. For now, let's see what information you can filter:

  • Email: organization's email address
  • Facebook: organization's Facebook fan page
  • Fax number: organization's fax number
  • Instagram: organization's Instagram page
  • LinkedIn: organization's LinkedIn page
  • Location: organizations headquarter location
  • Phone number: organization's phone number
  • Twitter: organization's Twitter page
  • Website: organization's website
  • Xing: organization's Xing page
  • Custom fields: organization's custom fields created in Samdock

How to set filters

Most of the filters share the same options for filtering, which are:

  • Has a value: will filter all contacts that have this field filled
  • Has no value: will filter all contacts that have this field empty
  • Search for value: will filter contacts that have the specific value that you specify in this field
  • Display additional column: if you wish to add a column for this field in the view.

How to set the Location filter

You'll find one field that has a different way of filtering: the Location field.

Here's how you can apply it:

How to set the Custom fields filters

The way filters work with Custom fields depends on the type of field you've done. Sometimes you'll have a dropdown menu to choose your options, sometimes just a little search engine to look up a specific value.

In this example, there's a dropdown menu, so here you'll be able to set the filter this way:

  • Has a value: will filter all contacts that have this field filled
  • Has no value: will filter all contacts that have this field empty
  • Option from the dropdown menu: will only show contacts with the chosen value from the menu
  • Display additional column: if you wish to add a column for this field in the view.

Persons fields

These filters will allow you to work with the information in the data fields that correspond to persons. This means that you'll get to work with any sort of data you enter in the Persons contact details.

The following filters can be used in the same way, and we'll explain that below.

For now, let's see what information you can filter:

  • Birthday: person's birthday
  • Email: person's email address
  • Facebook: person's Facebook fan page
  • Salutation: person's salutation
  • Instagram: organization's Instagram page
  • LinkedIn: organization's LinkedIn page
  • Location: organization headquarter's location
  • Phone number: organization's phone number
  • Twitter: organization's Twitter page

How to set filters

Most of the filters share the same options for filtering, which are:

  • Has a value: will filter all contacts that have this field filled
  • Has no value: will filter all contacts that have this field empty
  • Search for value: will filter contacts that have the specific value that you specify in this field
  • Display additional column: if you wish to add a column for this field in the view.

How to set the Birthday filter

You'll find one field that has a different way of filtering: the Birthday field.

Here's how you can apply it:

  • Has a value: will filter all contacts that have this field filled
  • Has no value: will filter all contacts that have this field empty
  • Filter by:
    • Relative value: here you'll be filtering contacts that have birthdays within a certain range of time (for example, the current week or the current month)
    • Current age: you'll pick an age range and Samdock will show you the people within that range (for example, from 30 to 35 years old)
    • Specific date range: you'll pick a date range with the calendar to view all contacts that have birthdays within that range
  • Display additional column: if you wish to add a column for this field in the view.

Sorts

With filters, you can select the information you view. With sorts, you can organize the information that's been filtered.

Here're some ways to sort the data:

  • Alphabetical: organize the data in alphabetical order
  • Creation date: organize the data by creation date
  • Last activity: organize the data by contact's last activity, or in other words, last touchpoint
  • Column header: organize the data by column header in the chart

The second group of sorts is dedicated to organizing the data in ascending or descending order on top of the sorts that have already been applied.

You can also manage those directly from the arrows next to the sort.

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