Without a structured approach, it’s easy to lose track of key information as your contact database grows, leading to inefficiencies and missed opportunities. Raise More simplifies contact filtering with intuitive tools that let you refine searches and organize records effortlessly.
You can apply filters based on multiple criteria such as location, engagement history, or communication preferences to instantly narrow down relevant contacts. This flexibility not only helps you keep your database well-structured but also allows for more personalized outreach, ensuring the right message reaches the right people.
How to Filter Contacts
Click the Filter Button:
Located at the top-right corner of the Contacts page.
Select Narrow Records from the dropdown menu.
Choose a Filtering Category. A dropdown menu will appear, allowing you to filter contacts based on different data indicators as shown below :
The available filtering categories include:
Contact Information: Full Name, First Name, Middle Name, Last Name, Name Suffix (e.g., Jr.), Name Title (e.g., Dr.), Email, Phone Number, Employer, Bio, Occupation, and more.
Addresses: Address Line 1, Address Line 2, City, State, Zip, and Timezone.
Tags: Filter by specific tags or tag application dates.
Import Data: Identify contacts based on Import Name, Import Date, or Import Type.
Donations & Donor Research: View donation history by amount, reference code, committee name, or state.
Interactions & Engagement: Filter by interaction date, pledge status, notes, and call disposition.
Pledges: Search contacts based on pledge amounts, fulfillment status, and commitment type.
Saved Lists: Use saved list names, IDs, or saved dates for filtering.
SMS & Email Communications: Find records based on SMS or email details, including message body, direction (incoming/outgoing), sender/recipient, and timestamps.
Once you've selected a filtering category, you need to specify the criteria that define your search. The available conditions include:
Conditions | Description |
Contains (default) | Finds records that include the entered text. |
Is / Is not | Matches exact values or excludes specific ones. |
Begins with / Ends with | Finds entries that start or end with the specified text. |
Does Not Contain / Does Not Begin With / Does Not End With | Excludes matches based on text placement. |
Is Empty / Is Not Empty | Filters based on whether a field has data or is blank |
Example: Searching for a Contact Named "Tessa"
Select Full Name as the filtering category.
Choose Contains as the condition.
Type Tessa in the search box.
The system will display all matching records that include the name matched with "Tessa" anywhere in the full name field as shown below.
Viewing & Resetting Filter Results
You can locate the number of matching records based on the applied filter beside the Clear Filters button.
To refine your search or start over, click Clear Filter to reset the criteria and return to the full contact list.