Contact Filter

Hi there, I'm loving Insightly. However now that I've been using it for awhile and have a few Contacts it would be nice to be able to filter my contacts with no tasks. I know you can filter ones with know notes, however for every new contact I load a task not a note.

Hope you can help, Thanks Chris 

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  • You can make a Custom Filter for this.

    Filter by Date of Next Activity is empty
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  • Just started using Insightly for assigning follow-ups to contacts, and was looking for this exact feature! The Custom Filter feature that Ron suggested didn't work for me, since my tasks don't have deadlines

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  • I had been creating contact filters by using the "tags" filtering method with "and", "or", Etc. 

    Has this way of creating filters gone away? 

    Is there a video that shows how to create a contact filter using tags?

    The one that i had created prior to going to the new UI are still available to me. I would like to continue to be able to create filters utilizing tags if possible.

     

    Thanks,

    Steve

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  • I see that the same sort of filters can be made, but with a different procedure as per the website.

    My dropdown list of filters has gotten quite long and seems to be ordered based on creation date with the last created being listed last. Is it possible to alphabetize the dropdown list?

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