The All filters feature on the Customer page allows you to filter customer data based on various available criteria to find customers according to your needs. Previously, customer data could only be filtered based on Source and the last update time (Last updated at). If you needed more specific criteria, you had to create a segment first or search for customers manually.

With the All filters feature, you can use the nine provided filter columns to narrow down customer search results directly without creating a new segment. You can also specify filter values according to the available data types, such as selecting multiple options at once or specifying a date range. 

In addition, the filter configuration used can be saved as a personal default setting so that it can be reused when you access the page.

In this guide, you will learn how to use the All filters feature to filter customer data according to the required criteria.

A. How to Manage Customer Data Filters

1. Log in to your Qontak account, then select the Customers menu.
   

2. Then, in the All customers section, click “All filters”.
   

3. Next, select one or more fields to use through the field picker, including either default fields or custom fields, then specify the values to filter. You can select multiple values at once in a single field, such as Gender: male, female and Source: WhatsApp. If both fields are selected, the system applies the OR logic to values within the same field and AND logic to combinations across fields. Therefore, the filter results include customers whose gender is male or female and whose source is WhatsApp. Below is a detailed table explaining each field for your reference.
   
   

No.	Feature Name	Description
1	Status	Filters customers based on customer status.
2	Owner	Filters customers based on the customer owner.
3	Assignee	Filters customers based on the user assigned to handle the customer.
4	Business account	Filters customers based on the selected integrated business account. Account information is displayed based on the channel (WhatsApp), account name, and phone number. Select Business account first to activate the Marketing preferences filter.
5	Marketing preferences	Filters customers based on marketing preferences for the selected Business account. For the channel WhatsApp, you can select Marketing opt-in or Marketing opt-out. Learn more about Marketing opt-in and opt-out here.
6	Last updated	Filters customers based on the date when the customer data was last updated.
7	Job title	Filters customers based on job title.
8	Gender	Filters customers based on gender.
9	Date of birth	Filters customers based on date of birth.
10	Save as  default filter	Saves the selected filter configuration as the default filter. By enabling this option, you can reuse the filter configuration without having to set it up again each time you access the customer page.  - The Save as default filter setting applies to each individual user. Therefore, each user can have a different default filter configuration. - The default filter configuration remains saved when you access Qontak Web from a different device.  - The default filter setting on Qontak Web does not apply to the Qontak CRM Mobile application. The default filter configuration on CRM Mobile is managed separately and is not synchronized with the settings on the Qontak Web version.

4. Next, click “Apply filter”.
   

5. The filter is successfully applied, and you can see the list of customers that match the selected filter criteria. 

B. Use Case

Use Case Example 1

Use Case Example 2

Use Case Example 3

Use Case Example 4