What Does It Mean To Filter Contacts?

How to Filter Contacts by Type or Tag in PhotoBiz

Overview

The filter tool in PhotoBiz Contacts helps you quickly find a specific group of people without searching through your entire contact list. You can filter contacts by their assigned contact type or by tags created in your account.

This guide explains how PhotoBiz contact types and tags work and how to use them to narrow the contacts displayed on your Contacts page.

Understanding Contact Types

PhotoBiz organizes contacts into three primary contact types:

Lead: A contact who has submitted information through a form on your website.
Customer: A contact associated with an order placed through your PhotoBiz account.
Vendor: A contact you manually designate as a vendor when creating or editing their contact details.

Contact types allow you to quickly separate potential clients, existing customers, and business vendors.

Using Tags to Organize Contacts

Tags give you more flexibility than contact types because you can create custom labels based on your business and workflow.

For example, you might use tags to organize contacts by:

Photography service
Event type
Lead source
Location
Client status
Marketing interest

Tags can be added to contacts in several ways:

Manually while creating or editing an individual contact
Automatically when someone submits a form configured with a contact tag
Automatically when someone purchases a product assigned to a tag
Automatically when someone schedules a service assigned to a tag
During a CSV contact import

The tags available in the filter tool depend on the tags currently used in your PhotoBiz account.

STEP ONE

The Contacts page displays the contacts saved to your account.

STEP TWO

Click the filter drop-down menu in the upper-right corner of the Contacts page.

The filter menu displays the contact types and tags available in your account.

FINAL STEP

Select the contact type or tag you want to view.

Your contact list will update to display only the contacts that match the selected filter. Open the filter menu again whenever you need to view a different group of contacts or return to your complete contact list.

Helpful Notes

Using a filter only changes which contacts are displayed on the Contacts page. It does not edit, move, or delete any contacts.

Contact types and tags serve different purposes:

Use contact types for broad categories such as leads, customers, and vendors.
Use tags for custom groups based on your services, workflow, or marketing needs.

A contact can have a contact type and one or more tags, allowing you to organize your contact list in multiple ways.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

NEXT: HOW TO ADD NEW TAGS TO CONTACTS

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