Lookup with Filters and Tags

Lookup With Filters

Filters narrow down your contact list by specific criteria within MPDX. A single filter or a combination of filters can be used to display a specific list of contacts.

Lookup with a Single Filter

• Go to the Contacts page and locate Filters on the left hand side. 
• Click on Contact Location and then select a City, i.e., Denver.

Lookup with Multiple Filters

You can lookup contacts using multiple filters to display a more detailed list.

• From the Contacts page, locate Filters on the left hand side.
• Under Status, select Partner - Financial.
• Then, under Commitment Details, choose Not Received from the Commitment Received list.

Save Filters

Once the filters have been applied, you can save it for future use.

• On the left, scroll up until you see the number of Filters Applied, i.e. 2 filters applied
• Below the applied filters, click on Save Filters button.

• Type in a Filter Name and click Save. 

On the left, scroll down to the bottom to see the filter you just saved. 

• Located under Saved Filters, Financial Email Only.

Lookup By Contact Information

Lookup contacts by Contact Information for those to whom you still need to add more information.

• From the Contacts page, locate Contact Information.
• Under Email, select No for a list of contacts without an email address.

Lookup Hidden Contacts

Filtering on hidden contacts, for example, helps to locate contacts that should be set to an active status.

• From the Contacts page, under Filters, click on Status.
• Then under Select Some Options, choose All Hidden.

Note: The All Hidden status will show all contacts with the following statuses: Not Interested, Unresponsive, Never Ask, Research Abandoned, and Expired Referral. Learn more about:  Deleting and Hiding Contacts.

Lookup With Tags

Tags can also narrow down your contact list by specific criteria within MPDX. A single tagr or a combination of tags can be used to display a specific group of contacts.

Lookup by a Single Tag

Under Tags, click on the tag called Disney.

Lookup by Multiple Tags

• From the Contacts page, locate Tags.
• Click on Men's Bible Study and Newsletter List for contacts who meet both criteria.