Finding the right contacts quickly is essential for managing your relationships efficiently in Wealthbox. Whether you're looking for a specific client, filtering by custom fields, or narrowing down contacts based on key attributes like tags, activity, or status, Wealthbox offers powerful search and filtering tools to help you locate the information you need. This article will guide you through the different ways to search for and filter contacts using Wealthbox’s intuitive interface.
Filtering Contacts on the Contact Screen
See also:
- How-to video How to Save Multiple Search Criteria
- How-to video: How to Sort Contacts in Alphabetical Order
- How-to video: How to Create a Filtered and Tagged Contact List
From the contacts list page, you can search for contacts by filtering specific details or demographics and then save the search for quick future searches.
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Click on “Contacts” on the left-side navigation.
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Click on “Filter Contacts” on the Contacts page.
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Choose a filter that you would like to filter your contacts by.
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If you find that you frequently perform the same search you can click “Save this search” and save as a quick search. You’ll see a box on the right-side panel that displays your list of saved searches.
Searching Contact Records
Contacts can be searched by phone number, email, or name.
Searching and filtering the Activity Stream
See: How-to video - How to Search and Filter the Activity Stream