Managing your customer lists and communication preferences can sometimes feel overwhelming, especially when filters behave differently depending on the kind of data you’re working with. Now, filtering your contacts and activities just got easier and more consistent, so you can quickly find exactly who or what you need.

📌 Why This Matters

When filters behave predictably and offer clear options across dates, numbers, and text, you spend less time troubleshooting and more time focusing on your business. Consistent filtering helps you segment your customers accurately and manage communications with confidence, leading to better engagement and smoother workflows.

✨ What’s New

• Expanded Date Filters: Easily filter using familiar terms like today, tomorrow, yesterday, this week, this quarter, this year, before a certain date, or after a certain date.
• Standardized Text Filters: String filters now behave consistently, so searching by name, status, or other text fields feels straightforward across your contact list.
• Communication Preferences Made Clearer: Added a special “DND” suffix for SMS, email, calls, WhatsApp, and more, helping you quickly identify who prefers not to be disturbed.
• Updated Terminology: Filters previously named “Pipeline” are now called “Opportunity” filters, reflecting common business language to avoid confusion.
• Enhanced Status Filters: More precise options for filtering email and WhatsApp statuses, capturing a wider range of communication scenarios.
• Improved Numeric Filters: More comprehensive operators for numbers make sorting and segmenting based on quantities or values easier.

🛠️ How to Use It

1. Step 1: Choose the type of data you want to filter—dates, numbers, or text fields like names or statuses.
2. Step 2: Select from the new, common date options such as “this week” or “before date,” or apply standard operators for text and numbers to find the right group quickly.
3. Step 3: Use the “DND” suffix filters to safely exclude contacts who prefer not to be contacted via SMS, email, calls, or WhatsApp.
4. Step 4: Review your filtered list to see the customers or opportunities that match your criteria, making your decisions or communications more targeted.

💡 Pro Tip

Using these clearer and consistent filters can help you better segment your customer lists and respect communication preferences, ultimately saving time and improving your customer relationships.