The All filters feature on the Customer page in the CRM Mobile app allows you to filter customer data based on the available criteria to find customers that meet your needs.
In this guide, you will learn how to use the All filters feature to make it easier to search for customers.
- Log in to your Qontak CRM Mobile account, then select the “Customers” menu.
Then click “Filters”.
Next, select the field you want to use through the field picker, either a default field or a custom field, then specify the value you want to filter. 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 enable the Marketing preferences filter. |
| 5 | Marketing preferences | Filters customers based on the 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. |
Next, click “Apply filter”.
The filter is successfully applied, and you can view the list of customers that match the selected filter criteria.