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Contact filters are more useful than company filters because you can use this type of filter as the basis of an email broadcast. You can only create a custom filter in the '''contact''' view, not in the '''My contacts''' view.
1. Choose the '''Title''' field.
2. Type '''Sales%''' in the search box.
[[Image:Eps57.png]]
The '''%''' sign functions as a [[Wildcard|wild card]] character and the search will retrieve all contacts where the title begins with the word “sales”.
3. Click the '''Find''' button.
[[Image:Eps58.png]]
All contacts where the title begins with the word '''Sales''' are displayed.
[[Image:Eps59.png]]
==Saving a Contact Filter==
Contact filters are useful when you need to reference the same types of contacts on a regular basis. In this example, you will save the filter that you just applied.
1. Click the '''Save Filter''' button.
[[Image:Eps60.png]]
The '''Save filter''' window is displayed.
[[Image:Eps61.png]]
2. Set the name to '''Title: Sales'''.
3. Click the '''Save''' button.
The filter is saved.
[[Image:Eps62.png]]
4. Click the '''Close''' button.
5. Click the '''Standard''' tab.
The filter is displayed.
[[Image:Eps63.png]]
==Where can I use Contact Filters?==
Contact filters can be used from any page displaying contact information in any [[Application|application]].
You can also use the contact filter in conjunction with the Email broadcast [[Application|application]] to broadcast to a group of contacts. You will need to have permission to use Email broadcast before you can access this [[Application|application]].
If you have manager permission to create a global filter, that will be available to '''everyone''' in the company.
[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]
1. Choose the '''Title''' field.
2. Type '''Sales%''' in the search box.
[[Image:Eps57.png]]
The '''%''' sign functions as a [[Wildcard|wild card]] character and the search will retrieve all contacts where the title begins with the word “sales”.
3. Click the '''Find''' button.
[[Image:Eps58.png]]
All contacts where the title begins with the word '''Sales''' are displayed.
[[Image:Eps59.png]]
==Saving a Contact Filter==
Contact filters are useful when you need to reference the same types of contacts on a regular basis. In this example, you will save the filter that you just applied.
1. Click the '''Save Filter''' button.
[[Image:Eps60.png]]
The '''Save filter''' window is displayed.
[[Image:Eps61.png]]
2. Set the name to '''Title: Sales'''.
3. Click the '''Save''' button.
The filter is saved.
[[Image:Eps62.png]]
4. Click the '''Close''' button.
5. Click the '''Standard''' tab.
The filter is displayed.
[[Image:Eps63.png]]
==Where can I use Contact Filters?==
Contact filters can be used from any page displaying contact information in any [[Application|application]].
You can also use the contact filter in conjunction with the Email broadcast [[Application|application]] to broadcast to a group of contacts. You will need to have permission to use Email broadcast before you can access this [[Application|application]].
If you have manager permission to create a global filter, that will be available to '''everyone''' in the company.
[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]
