Filtering Out results

Is there a way to filter out results? All I have been able to figure out is how to filter "in" results. Meaning I can click on a filter and get all the contacts that are tagged with that specific filter. but what if I want to narrow those results further by excluding all the results with a specific tag. Is that possible?

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  • You should be able to do that through the custom filters. If you are filtering by tags just select "does not contain" when creating your filter and fill in all of the other fields accordingly. This should prevent anything that contains that specific tag from populating.

    Hope this helps!

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  • @hscarbrough Thanks for the great answer. I agree Glen you would select the Custom Filter of does not contain. :)

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  • I agree that filtering should work this way, but perhaps Glen is having the same experience I am:

    I view Contacts within a specific tag, giving me a subset of my total Contacts. I then try applying a custom filter to that group (using XX field =/= "YYYY"). Always get zero resulting Contacts (when it very clearly should be multiple Contacts returned).

    I have also tried creating a Custom Filter using the field "Contact Tag" which also produces zero results, so perhaps I am doing something wrong here?

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  • Bradley I will admit I do not use the filters on Contacts as much as Organizations, but I did a quick test and it seems to work. For my example I tagged 4 contacts with "test" and entered 123 or 456 for their phone numbers. I then did a custom filter with contact tag equals "test" and contact phone does not contain "123". This brought up all of my 456 numbers. I reversed and it worked the same.

    I did run into a problem when I only entered the phone 123 in one contact and did not enter a number for any of the other contacts. When I ran the same test I received the same as you, no results. If the contacts you are trying to find have no info in the field you are saying does not contain to they may not populate.

    Hopefully this will help!

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  • Thanks, I think I have identified the problem, and it appears to be an Insightly software issue, which I will report a ticket for. I use many two-word tags for Contacts and Organizations. To create a tag with two words, Insightly requires you to use an underscore between them.

    For example: Client_Former is a tag I use.

    It appears the filters are unable to capture two-word tags. When I try filtering:

    "Client_Former" or "Client Former" or ClientFormer" -- all return zero results.

    However, I now see that all of my single-word tags filter as expected.

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