Smart lists
Saved filters that update themselves to segment contacts.
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- How to create and save a smart list of contactsIn Contacts › Smart Lists, click Add Smart List, apply the filters that define the group (tag, date, custom field…) and click Create. The list updates itself whenever a contact starts or stops matching the filters.
- How to filter contacts by date, last activity or Do Not Disturb in a smart listGo to Contacts › Smart Lists, click Advanced Filters, pick a date field (Last Activity, Created On, Last Appointment…) or a DND field, set the operator (in the last, more than, between, is empty, enabled…) and the value, then click Apply. Save it as a smart list to reuse it.