Filters for your Address Book
Nicole avatar
Written by Nicole
Updated over a week ago

Being able to sort and filter your address book is one of the best ways to stay on top of the people with which you interact. With filters in your address book, you can drill down and find the specific people you need when you need them. A simple export gets you the data into a spreadsheet from which you can use external programs for mail merge, mass marketing, print mailers, etc.

Find Contacts based on Job Role and Job Date

Find Contacts based on Job Type

Find Contacts based on Tags

Find Contacts based on School Information

Find Contacts based on Location

Find Contacts based on Client Status and Last Job Date

Find Contacts based on Upcoming Celebrations

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