Contact List Filters

Modified on Tue, 17 Oct 2023 at 11:10 AM

Filters

Filters help find Contacts based on specific characteristics such as addresses, emails or enquiry details.

How to use filters?


When viewing the Contact List View https://myatrealty.com/v2/contacts there is a Filter button that will display all of the available filters.



Filter Categories


The filter options are categorised based on where the dataset is from. The filter categories are:

  • Details - filters based on the Contact Record’s details

  • Activity - filters based on the Listing Record’s Activity (enquiries, inspections, etc.)

  • Property - filters based on the Property Record’s information

  • Preferences - filters based on the Contact Records Preferences


Details Filters


First Name

This will search Contacts based on the First Name field.



Last Name

This will search Contacts based on the Last Name field.


Tags



This will filters the Contacts based on the Tags associated to the Contact Record.



Groups

This will display Contacts that are part of the selected Group you are filtering by

 

Types

This will filter the Contacts based on the type that is assigned to them.

 

 

Last Contacted Date

This will filter Contacts based on the Last Contacted Date.

 

Created Date

This will filter Contacts based on the Created Date.

 

Updated Date


This will filter Contacts based on the last time the Contact Record was updated. This can include changing any details, adding notes or adding associated records such as Property Records.



Special Dates

This will filter the Contacts based on their associated Special Dates.

 

Address

This will filter the Contacts based on the Addresses associated to the Contact Records.

 

Suburb

This will filter the Contacts based on the Suburb of the Addresses associated to the Contact Records.

 

Email Subscribed

This will filter Contacts based on the Email Subscription status.

 

SMS Subscribed

This will filter Contacts based on the SMS Subscription status.

 

Display Archived

This will display the Archived Contact Records.

 

Team

This will filter the Contacts based on the Contact Owner.


Activity Filters


Enquired

This will filter based on the Enquiry Records associated to the Contact Records

Inspections


This will filter Contacts based on associated Enquiry Records with Source = Inspection

 

Purchased

This will filter the Contacts that are attached to Offer Records that are marked as ‘Settled’ for Listing Records that are Residential For Sale, Commercial For Sale, Commercial Both or Business For Sale


Preference Filters

These filters will search the Contact Records based on the Preference Records that are associated with them.


Price

When entering a searchable price range, the contacts that display will have a Preference Record that contains a price range that overlaps with the entered range.


For example if the filter range is $900,000 to $950,000 then any Contact records with the following ranges in their Preference Records will display:


 Example #1: Blank to $$900,000

Example #2: $950,000 to Blank

Example #3: $850,000 to $910,000

Example #4: $930,000 to $1,000,000

 

Property Filters



Owner of

This will filter the Contacts based on their Ownership relationship to Property Records. If the Contacts is NOT an Owner of a Property Record in the CRM, they will not display.


If Investment Properties is selected, then Contacts that are marked as Investment Owners in the Property Records will display

 

 

If Owner-Occupied Properties is selected, then Contacts that are marked as Owner Occupied Owners in the Property Records will display

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