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How To Create Lists Using Multiple Tags?

What has replaced "the Create New List" from the drop-down menu in Contacts? 

Let's say I want to filter using a certain tag variable "And" another tag variable (e.g. all contacts with "DC" and "PatentedBy" in the tag fields)

Thanks,

 

Steve S.

 

 

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  • Hi Stephen

    If you are using the new Insightly, the key is to click the gear icon and create a new list view. You can then set filters to view your data however you wish including what columns you want to see, grouping and sorting, and you save this and then clone it if you want to build a different but similar view. It's really useful. 

    Here's Insightly's tutorial on this: https://support.insight.ly/hc/en-us/articles/115014243828-How-to-create-a-List-View

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: While I'm not a direct employee of insightly, I am a member of their Hero program and recognized as an experienced power user. I'm also a big fan. I use insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert, PandaDoc Pro and a piesync Expert.

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  • Thanks so much, Eric. Very helpful.

    What if I just want to filter by one Tag "And" one other Tag? In other words, filter for contacts having both Tags. I see a lot about adding & removing "Columns". 

    I will review the instructions more carefully; but at first glance, how to do this didn't seem in the instructions. Any help with my specific question would be most helpful.

     

    Thanks again and best,

     

    Steve

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