Contact Management

Efficiently manage your contacts with AiInbox! Discover how to filter contacts by specific criteria, and search through contacts.

Effective contact management is essential for keeping your contacts organized. This article covers how to use filters, search through contacts for a more streamlined experience.

Filter Contacts

Select the “Add Filter” button on the left side of the screen to access filters. You can filter contacts based on the parameters used to collect contact data. Simply click “Add Filter,” enter the required information, and hit “Apply.”

How AND, OR, CONTAINS filters work?

• AND Filter: Shows contacts meeting all selected conditions.

• OR Filter: Displays contacts meeting at least one condition.

• CONTAINS Filter: Finds contacts with specific keywords in a field.

Common conditions to filter contacts are as below:

First Name

Filter contacts based on their first name

Last Name

Find contacts by their last name

Business Name

Search contacts associated with a specific business

Email

Filter contacts using their registered email address

Phone

Find contacts by their phone number, including country code

Tag

You can filter your contacts using tags assigned during customer data collection.

Country

Filter contacts by their country of residence

State

Narrow down contacts based on their state or region

City

Search for contacts within a specific city

Marketing Opt-in

Use this filter to exclude contacts based on their Marketing Opt-in status as “No” or “Yes.”

Created At

Filter contacts based on their creation date in the CRM

Custom Attribute

Use personalized fields to refine your contact search

Search Contacts

Use the search bar in Contacts to find entries by keywords such as name, tags, or the first digits of a contact number. See the GIF below for guidance.