Filtering Contacts

6 min

The filtering feature in Sanoflow’s Contacts module allows you to quickly Segments, search, and organize your customer database based on defined criteria. This helps teams work more efficiently by narrowing their view to only relevant records, whether you're running a campaign or simply looking for a specific group.

Getting Here

Filtering Contacts is accessible for any user with access to Contacts to do so.

Steps to Access:

From the left-hand side menu, click on Contacts
On the Contacts module screen, locate the Filter icon at the top right section of the contacts list
Click the Filter icon to open the filter drawer and begin refining your contact list

How Filtering Works

Sanoflow’s filtering system pulls from several modules to allow precise segmentation and targeting. Below is a breakdown of the most common filter fields grouped by module:

Module	Filter Fields Available	Description
Contacts	First Name, Last Name, Gender, Nationality, Phone Number, Email, Tags, Labels, Created At, Last Interaction Date, Channel (e.g., WhatsApp, Messenger), Last Response Time, Tags, Status (Open, Closed), Assigned Agent, Any custom fields configured in Settings, e.g., Patient ID, Outlet Name, Membership Tier	Used to segment your database based on user profile data, tags, or communication history. Captures business-specific fields defined by your team to allow more tailored segmentation.
Enquiries	Source, Stage, Tags, Status, Lost reason, Est.Value, Created date, Closed date, Created by, Channel, Count of enquiries	Helps identify contacts linked to specific enquiries, sales funnels, or assignment workflows
Appointments	Appointment date, Status (Confirmed, Cancelled, etc.), Location, Specialist, Service, Created date, Created by, Notify on early availability, Notes	Allows filtering based on scheduled interactions or services booked
Payments	Created date, Amount, Payment status, Transaction time	Useful for isolating contacts based on transaction history or outstanding balances

Practical Use Cases

Targeting for Campaigns:
- Filter contacts who have the "Laser" tag and are of a specific nationality to send targeted promotional campaigns.
Database Clean-up:
- Identify and bulk-delete duplicate or incomplete records (e.g., missing phone number or email).
Sales Follow-ups:
- Filter for contacts that haven't had any interaction in the last 30 days to re-engage leads.
Service Segmentation:
- Search for users tagged as “Aesthetics” for better service tracking or upselling.

Best Practices

Use tags strategically to build reusable filters for marketing or service segmentation
Regularly review contacts with no interactions in the past 90+ days to keep your list clean
Combine filters (e.g., Gender + Tag + Last Interaction Date) for more refined targeting
Avoid over-filtering with too many narrow criteria start wide, then narrow down

FAQS

Can I apply more than one filter at a time?
- Yes. You can combine multiple filters (e.g., Tag + Nationality + Gender) to narrow down your search results precisely.
Are filters saved after I leave the Contacts page?
- No. Filters reset when you refresh or leave the page. To retain your filtered view, consider bookmarking the page’s URL.
Can I filter by custom fiecustom fields?
- Yes. Any custom fields configured by your team will appear in the filter panel and can be used for targeted segmentation.
Can I export the filtered contact list?
- Yes. After applying filters, simply click the Export button to download only the filtered results.
Is filtering case-sensitive?
- No. Filters are not case-sensitive. For example, “john” and “John” will return the same results.
How do I clear all filters?
- Click the “Clear All” button at the top of the filter panel to reset your filters and view the full contact list.
Can I filter contacts that don’t have a tag or label?
- Yes. You can still apply filters like Country Code or Gender even if a contact has no tags or labels.
Can I search using part of a phone number?
- Yes. Typing in any partial phone number will return all contacts containing that sequence.
Can I save a filter for future use?
- There’s no dedicated “Save Filter” option yet, but you can bookmark the filtered page link to revisit it easily.
Why aren’t some filters returning results?
- If no contacts match all selected filters, your results will be empty. Try removing or adjusting some criteria.