Filtering Contacts in Contact Manager
You can filter the contacts in Contact Manager to fetch the contacts that you want to export or the contacts that you want to include in a campaign.
To filter the contacts, you can perform a basic search or an advanced search.
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Performing a Basic Search
This method involves specifying the filter criteria in the Search field and then clicking the magnifying glass icon 
.
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On the Config tab of the SmartReach portal, click Contacts > Contacts.
The Contacts window appears. - On the Contacts tab, in the Search field, select the field by which you want to filter the contacts.
In the box next to the Search field, select the search condition.
If applicable, in the box next to the Search field, specify the search condition or value.
Performing an Advanced Search
This method involves creating an advanced filter that uses conditions and logical operators to develop the filter criteria and then running the filter.
Example
Suppose that you want a list of contacts whose primary phone number starts with 317; who are assigned to the agent team 16101; and whose payment balance is more than $30 or whose account due date is today. You can create an advanced filter with these conditions and then run the filter to obtain the list of contacts that meet the conditions.
Creating an Advanced Filter
To create an advanced filter in Contact Manager:
- Log in to the LiveVox Portal (LVP).
- On the Configure tab, click Contacts > Contacts.
The Contacts window appears. - On the Contacts tab, click Advanced Search.
The Advanced Search window appears. - Click Add Filter.
On the General tab, a circle representing the and logical operator appears.A logical operator connects two or more expressions by defining the relationship between the expressions. The following logical operators are available for selection: and, or, not and, not or.
- If you want to change the logical operator:
- Double-click the circle.
The Edit Rule window appears. - If you want the or logical operator, in the Logical Operator field, select or.
- If you want to negate the logical operator, select the Not option.
- Click Ok.
- Double-click the circle.
- On the General tab, hover over the circle.
An arrow appears inside the circle.
- Drag the arrow to where you want it on the General tab.
The Add Rule window appears.
- Specify a condition for the filter:
- If required, in the Logical Operator field, select an operator for the condition.
- In the Field field, select a field for the condition.
- In the Comparison field, select a relational operator for the condition.
Depending on the field you selected for the condition, the Comparison field contains the Regex operator, which you can use to specify a regular expression. A regular expression finds information by searching for a match of a specific pattern.
- If applicable, in the Value field, enter a value for the condition.
For certain search conditions, the ellipsis icon appears (in place of the Value field) to enable you to specify the criteria.
- Click Ok.
The filter appears as a graph on the General tab.On the General tab, logical operators are represented by a circle, and conditions are represented by a rectangle.
- Hover over the circle, drag the arrow to where you want it on the General tab, and then specify another condition for the filter, as described earlier.
You can specify more conditions for the filter.
- After you have specified the required number of conditions, click Save Filter.
The Add Filter window appears. - In the Name field, enter a name to identify the filter, and then click Save Filter.
The advanced filter is created. It appears as an option in the Filter Name field in the Advanced Search window.
Warning
Advanced filters are stored in your browser and are available only until you clear your browser cache.
Running the Advanced Filter
To run the advanced filter for filtering the contacts, in the Advanced Search window, in the Filter Name field, select the filter, and then click Search. The Advanced Search window appears when you click Advanced Search on the Contacts tab in Contact Manager.
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Performing a Basic Search
This method involves specifying the filter criteria in the Search field and then clicking the magnifying glass icon .
-
On the Config tab of the SmartReach portal, click Contacts > Contacts.
The Contacts window appears. - On the Contacts tab, in the Search field, select the field by which you want to filter the contacts.
In the box next to the Search field, select the search condition.
If applicable, in the box next to the Search field, specify the search condition or value.
Performing an Advanced Search
This method involves creating an advanced filter that uses conditions and logical operators to develop the filter criteria and then running the filter.
Example
Suppose that you want a list of contacts whose primary phone number starts with 317; who are assigned to the agent team 16101; and whose payment balance is more than $30 or whose account due date is today. You can create an advanced filter with these conditions and then run the filter to obtain the list of contacts that meet the conditions.
Creating an Advanced Filter
To create an advanced filter in Contact Manager:
- Log in to the Smartreach Portal.
- On the Config tab, click Contacts > Contacts.
The Contacts window appears.
- On the Contacts tab, click Advanced Search.
The Advanced Search window appears. - Click Add Filter.
On the General tab, a circle representing the and logical operator appears.A logical operator connects two or more expressions by defining the relationship between the expressions. The following logical operators are available for selection: and, or, not and, not or.
- If you want to change the logical operator:
- Double-click the circle.
The Edit Rule window appears. - If you want the or logical operator, in the Logical Operator field, select or.
- If you want to negate the logical operator, select the Not option.
- Click Ok.
- Double-click the circle.
- On the General tab, hover over the circle.
An arrow appears inside the circle.
- Drag the arrow to where you want it on the General tab.
The Add Rule window appears.
- Specify a condition for the filter:
- If required, in the Logical Operator field, select an operator for the condition.
- In the Field field, select a field for the condition.
- In the Comparison field, select a relational operator for the condition.
Depending on the field you selected for the condition, the Comparison field contains the Regex operator, which you can use to specify a regular expression. A regular expression finds information by searching for a match of a specific pattern.
- If applicable, in the Value field, enter a value for the condition.
For certain search conditions, the ellipsis icon appears (in place of the Value field) to enable you to specify the criteria.
- Click Ok.
The filter appears as a graph on the General tab.On the General tab, logical operators are represented by a circle, and conditions are represented by a rectangle.
- Hover over the circle, drag the arrow to where you want it on the General tab, and then specify another condition for the filter, as described earlier.
You can specify more conditions for the filter.
- After you have specified the required number of conditions, click Save Filter.
The Add Filter window appears. - In the Name field, enter a name to identify the filter, and then click Save Filter.
The advanced filter is created. It appears as an option in the Filter Name field in the Advanced Search window.Warning
Advanced filters are stored in your browser and are available only until you clear your browser cache.
Running the Advanced Filter
To run the advanced filter for filtering the contacts, in the Advanced Search window, in the Filter Name field, select the filter, and then click Search. The Advanced Search window appears when you click Advanced Search on the Contacts tab in Contact Manager.
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