Contact groups in Mteja enable you to organise your contacts into specific categories based on demographics, interests, or communication preferences. You can easily create, edit, and delete contact groups as your needs evolve.
How to filter Contacts on the platform
1. Click on existing Contact Group names
By clicking on a specific Contact group shown in the summary, it will filter the contacts, here you can choose to export the contacts or Delete Filtered Contacts on the right-hand side of the page.
For example, Click the {subcounty} group name
Filtered results
2. Search by name or phone number
In the Search Contact box, you can type in a name or a phone number, click enter and the results will be as below:
For Contacts with similar names, there will be a dropdown with all the contacts in for you to select which contact you would like to pick.
3. Filter by Contact Group
You can search your contact groups, the dropdown provides the full list of group names (this list is scrollable).
You can also start typing out the name to narrow down your list
Once selected, you will view all contacts grouped under the same name.
4. Filter by Field Name
Under the Field name, provide the name of the information you are filtering, for example, gender, location, etc.
Under the Field value, specify the details like male or female, Nairobi or Nakuru
Once you have typed in the Field name and Field value, click the +ADD button
Please Note: the Field name and Field value are Case-Sensitive, e.g. if your Field name is location and the Field value is Lavington (location: Lavington), if you type it as either Location: Lavington or location: lavington, you will not view any contacts.
Actions that can be performed on Filtered Contacts
1. Contact Groups
- You can EXPORT the contacts found once you have filtered by the group name.
- You can select an individual or multiple contacts under your filtered results and DELETE SELECTED
You will receive a confirmation pop up for the numbers you have selected to delete
- You can choose to DELETE FILTERED CONTACTS your filtered results; when you click on the button, you will get a pop-up asking you to confirm whether you want to delete all filtered contacts
2. Contact Fields
- You can EXPORT the contacts found once you have filtered by the field name and value.
- You can select an individual or multiple contacts under your filtered results and DELETE SELECTED
- You can choose to DELETE ALL your filtered results
Contact us at support@mteja.io in case you need any assistance regarding contact management.