How do I use Advanced Filters to find specific contacts?

Advanced Filters let you pull exactly the contacts you need, such as every family inquiry added in the last 7 days or every referral partner with no activity in 60 days. You can use them on the fly or save them as a Smart List.

Build a filter

1. Go to Contacts and click + Add Smart List, or open an existing list.
2. Click Advanced Filters.
3. Search for the field you want, such as Tags, Created On or Last Activity On.
4. Choose an operator, such as Is, Contains or In the Last.
5. Enter or select the value.
6. Click Apply.

AND vs. OR

• + Add Nested Filter adds a condition that must also be true (AND). Example: tagged "Private Pay" AND created in the last 30 days.
• + Add Filter adds an alternative condition (OR). Example: tagged "Hospital" OR tagged "Skilled Nursing Facility".

Filter types and what they do

The operators you see depend on the field you choose. If an operator is missing, that field does not support it.

Filter by linked records

If your account links contacts to companies or other records, you can filter on those links. Choose the association field, then pick Contains any or Does not contain any and select the records, or use Is empty and Is not empty to check whether a link exists. You can also add association columns to the list from the columns control.

Handy examples for home care

• Stale inquiries: Last Activity On, More Than 14 days ago, plus Contact Type is Lead.
• New referrals this week: Created On, This Week, plus Tags contains "Referral".
• Safe text list: SMS DND is Disabled, so you never text someone who opted out.
• Missing data: Phone Is Empty, to find records your team still needs to complete.

Troubleshooting

• Results look wrong: check whether you used AND when you meant OR, and confirm the date range.
• A field is missing: custom fields must exist in your account before you can filter on them.

Have a question about your own account? Submit a ticket and our team will follow up.