How to use filters and create manage smart lists?

• 1Go to Contacts
  Open the Contacts tab in TheraSaaS.
• 2Adjust the page size (optional)
  If needed, adjust the page size (e.g., to 50 contacts) to view more contacts at once.

• 1Open the filter sidebar
  Click More Filters to open the filter sidebar.
• 2Select your filtering criteria
  From the sidebar, choose the criteria you want to filter by, such as tags, date created, or other fields.
• 3Choose a condition
  For example, to filter contacts by a specific tag (e.g., "missed call"), select the tagsoption and choose a condition:

  Condition	Shows contacts…
  is	that have the selected tag
  is not	that don't have the selected tag
  is empty	that have no tags at all

• 4Apply the filter
  Once your criteria are set, click Apply to see the filtered results.Tag = "missed call"

After applying filters, you can save the filtered view as a Smart List:

• 1Click Save as Smart List
  Click Save as Smart List at the bottom of the filter sidebar.
• 2Name your Smart List
  Provide a name for your Smart List.Missed Call
• 3Save
  Click Save to store the Smart List. It will now appear in the Contacts tab, and you can access it anytime by selecting its name from the list of options.

To adjust what information (columns) is displayed in your Smart List:

• 1Open the column settings
  Click Columns from the top right of the contacts table.
• 2Select the fields to display
  Scroll through the list and select the fields you want to show.How did you hear about us
• 3Close the column settings
  Close the column settings once you've made your selection.

• 1Update the Smart List
  After customizing the columns, go back to More Filters and click Saveto update the Smart List with the new column configuration. This ensures the selected columns appear whenever you open the Smart List.

  Don't skip this

  Changing columns on its own doesn't update the Smart List — you need to save it from More Filters.

You can refine your filters further by adding conditions such as specific time frames. For example, to filter contacts with a certain tag that were created in the last 30 days:

• 1Add the tag filter
  In the filter sidebar, select the tag you want to filter by.Tag = "daddy issues"
• 2Add a Created Date condition
  Select Created Date, set it to less than 30 days, and apply the filter.
• 3Save it as a Smart List
  Save the filtered view as a Smart List if you want to quickly access these contacts later.