Filter Contacts by Checklist Items

Any of the contact lists can be filtered by Checklist items to show contacts based on whether specific tasks have been completed or not. Filters can be set to include contacts with checked or unchecked checklist items and optionally limited by date. The filtered results can then be used to send emails, create custom lists, add contact log entries, or print contact details.

Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.

1. From the Checklist filter on any of the contact lists, select a checklist item from the drop-down options given in the first drop-down field.
2. Select either Checked (those that have the task selected in their profile), or Unchecked.
3. If you chose Checked from the step above, enter a range within the two date fields, then click the X to apply the filter.
4. The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click the print button and select View (or see Print Labels to print in a label format).
5. From the print preview form, click to print, or click to export and save as another file type such as PDF.
6. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• Setting up Checklists
• Add Reward Point Values to Checklist Items
• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder