Advanced Filters

Use advanced filters to narrow down your contacts to meet a specific set of criteria. You can filter your contacts by categories, products purchased, notes, location, and/or birthday month.

Filtering Options

You can filter your contacts with these 5 different options. Note that with the exception of the categories and custom labels filter,  all other filters are available to AMI Pro subscribers only and during your AMI Pro trial. 

  • Categories and custom labels: Contact categories can help you search for a specific contact as well as a category of contacts. For example, you may want to search for all team members to send them each a note, cheering them on as the end of the month nears. Before filtering your contacts, be sure you've categorized your contacts!

Additional Filter options for AMI Pro subscribers:

  • Products Purchased. Use the Products Purchased filter to help you easily find customers who have purchased a particular item in the past. You can search by exact product name, partial product name, or keyword to see which contacts have purchased a specific product. For example, you may want to search for all customers who have previously purchased lipstick, regardless of color or collection. Simply type in "lipstick" and apply the filter. 
  • Notes. You can type keywords or text strings into the Notes filter to search for contacts based on notes you've taken. For example, in case you can't remember who you wrote a particular note about, type in keywords or text strings to locate a particular contact's note. Learn more about Notes here.
  • Location. Easily find contacts based on their location. You can search by city, state, zip code, or province. For example, are you planning to host a party and want to invite local contacts? Use the Location filter to search for your city. Note when searching by a city, it will return contacts in that exact location.
  • Birthday. Use the Birthday filter to show all of your contacts who have a birthday in a given month. For example, plan ahead for birthday texts, cards, and gifts by searching for all contacts with birthdays in the next month.

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How to filter your contacts on the app

  1. Navigate to the Contacts tab.
  2. Tap on the Filter link to the right of the search field. 
  3. This will take you to the Contact search filters screen. 
  4. Select any number of filters from the available list (Categories, Product(s) Purchased, Notes, Location, or Birthday). As you select multiple filters, you will see the total number of contact results matching your filters. 
  5. You can also clear all filters by tapping the Reset all filters button at the bottom of the screen.
  6. Once you have selected the filters you wish to apply, tap the Apply button at the top right corner of the screen. This will navigate you back to the Contacts tab, and only contacts that match the criteria you have selected will display.

How to filter your contacts on the Desktop Portal

  1. Navigate to the Manage Contacts page.
  2. Tap on the filter link (to the right of the search field).
  3. This will take you to the Contact search filters screen. 
  4. Edit as many filters as you'd like. You can select multiple filters at the same time which will result in Contacts that fit all the criteria you have set. 
  5. You can also clear all filters by clicking the Reset all filters button at the top, right-hand corner of the screen.
  6. Once you have selected the filters you wish to apply, click the Apply filters button at the top, right-hand corner of the screen. This will navigate you back to the Contacts page, and only contacts that match the criteria you have selected will display.

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