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.
