Why it matters
Filtering is the bridge between raw data and useful action. It helps teams find the right contacts or object records before exporting, saving a segment, starting outreach, or investigating data quality.
Key Concepts
Contact filters: Filters used in All contacts to find people based on contact fields, tags, lists, segments, preferences, or related data.
Object record filters: Filters used inside a selected object to narrow structured records.
AI filter: An option for creating filter logic from a plain-language request.
Export view: An export that uses the current filtered table view.
Save as segment: A Contacts action for saving a contact filter as a dynamic segment.
Step-by-Step: Filter data
Open Contacts from the main sidebar.
Choose All contacts to filter people or Objects to filter object records.
Select Filter above the table.
Add conditions manually or use AI filter when available.
Review the matching rows.
Adjust columns when the table needs to show different fields.
Export the view or save the filter as a segment when the result should be reused.
Tips and Best Practices
Start broad, then add conditions one at a time.
Use AI filter for a quick first draft, then review the generated logic.
Use contact segments for reusable contact audiences.
Use object record exports when the task is about operational records rather than people.
Troubleshooting
Issue | Possible Cause | Fix |
The table returns no rows | The filter is too narrow or the relevant data is missing | Remove one condition and confirm the field or property is populated |
The wrong records appear | The filter uses the wrong field, operator, or object property | Open the filter builder and review each condition |
A filter cannot be saved as a segment | Segments apply to contacts, not every object record table | Use Save as segment from All contacts, or export the filtered object view instead |