How to Filter Contacts Using Custom Fields in BoldDesk
You can apply filters based on custom fields directly within the Contacts module in the user interface to search for specific contacts. Before filtering, make sure the custom fields you want to use are already created and added to the contact form.
Explore further instructions about How to Manage User Fields in BoldDesk.
Contact custom fields can only be added in the Momentum and Enterprise plans.
Steps to Filter Contacts Using Custom Fields
- Once you are logged in to your BoldDesk portal, navigate to the Contacts module in the Agent Portal.
- Click on the Filter icon.
- In the filter panel, select the custom field you want to filter by.
- Choose the condition (e.g., equals, contains, is empty, etc.).
- Enter the value to match.
- Click on Apply to view the filter results.
Before Applying Custom Field Filters
After Applying Custom Field Filters
The Text-Type custom fields are currently not supported in the filter conditions due to performance considerations.
You can also save this filtered view for future use by clicking Save As and filling in the details in the save view window that pops up.
To be able to perform these actions, Agents must have the ‘Create views’ permission enabled under Roles and Permissions within the Contacts module.
FAQs
1. Can I filter contacts by multiple custom fields in BoldDesk?
Yes, you can apply multiple conditions in the filter panel to refine your search.
2. Are saved views shared across all agents?
Saved views can be private or shared, depending on your configuration in the Save View settings.
3. Can I edit a saved filtered view?
Yes, you can modify and update saved views by selecting the view and clicking Edit.
4. Do filters work on imported contacts?
Yes, as long as the imported contacts include the custom fields used in your filter conditions.
