Create, edit and delete a filter

What is a filter and what is it used for?

In ChurchDesk it is possible to sort contacts using filters.
Filters are a group of contacts that all meet the exact criteria you have set up.

Filters are useful when you need to find a specific group of subscribers or someone who all fit the same tag.

Create filter

In Contacts you can create filters in two ways:

From a tag
From Contacts

Create from a tag

You can easily create a filter from one of your tags.
Click “Tags” in the black bar to the left when you have accessed the "People"-module.
Here you have an overview of all your keywords and you can create a filter by clicking the “Create as filter” button

Create from Contacts

Under Contacts, you can see all the filters and lists created in your contacts from the left side. From here you can also create a new one.



Click on “Create new”
Select “Create new filter”

Now you will be prompted to add a rule. Rules determine which contacts are automatically added to the filter. As soon as a contact no longer matches the filter rules, they will automatically be removed from the filter again.

Examples of rules could be:

Consent "being contacted by the church about upcoming activities and other news" and then choosing e.g. "is registered". Then you get the contacts with this filter shown:



Choose to add more rules or simply finish by clicking "Save filter" on the blue button below.

Tip: All contacts that are added later or otherwise meet the rules later are automatically added to the filter

Delete filters

Click “Lists” in the black bar.
Find the filter you want to delete, click the “More” button and select “Delete filter”:

Updated on: 29/07/2024