Filtering Contacts with Tags
You can filter your contacts by clicking on any tag underneath a contact or from using the tags icon across the top of the your Contacts page.
Important: when you combine multiple tags or filters in Highrise, only contacts that meet ALL selected criteria are shown, not contacts that meet ANY selected criteria. Selecting the tags
plus plan will show only those contacts with both tags.
TIP: A workaround to filter by tag A OR tag B.
When filtering by a tag, by default Highrise will only return the tagged contacts. If you tag a company but not the people contacts that belong to that company, Highrise will only return the company.
For example, filtering by tag
chicago-city will return only people and company contacts specifically tagged
If you want to include people associated with the companies tagged
chicago-city, check the box for Include people of tagged companies.
Uncheck the box to exclude people of tagged companies from the filter.
If you want to only see the people associated with tagged companies to send a Broadcast or for an export, change the view across the top of the Contacts page to
only People to remove the companies from your list.
Exclude a tag when filtering
Return contacts who are NOT tagged with a particular tag, first by selecting the tag. Click
With tag to toggle to
Without tag and filter by contacts without that tag.
For example, after filtering by the
demo tag, clicking next to it will return contacts NOT tagged with
Exclude a tag in combination with other filters. For example, filter by type of contact, a custom field, and/or multiple tags.
Export tagged contacts
When viewing a list of tagged contacts on the main contacts page, you can use the
Export link on the right side of the page to export the contacts in your preferred format.
Only the Account Owner, admins, and users with export rights can export contacts out of Highrise.