How to Use the Filter Tool in Your PhotoBiz Contacts
Need to quickly view a specific group of contacts? The filter tool makes it easy to organize and access sub-sections of your contact list.
Understanding Contact Types
By default, PhotoBiz organizes your contacts into three types:
- Lead: Anyone who fills out a form on your website
- Customer: Anyone who places an order
- Vendor: You can manually set any contact as a vendor by editing their details or creating a new contact
Using Tags for Custom Filters
In addition to contact types, you can also create your own tags to group contacts however you like.
Tags can be added:
- Manually to individual contacts
- Automatically through your forms (by assigning tags when forms are submitted)
- Importing CSV list of clients and adding a tag during import
STEP ONE
Log into your PhotoBiz account and click on CONTACTS from the left-side menu.
STEP TWO
Click the filter drop-down menu in the upper-right corner of your Contacts page.
From here, you can choose to filter contacts by:
- Type (Lead, Customer, Vendor)
- Tag(s) you’ve created
This makes it easy to find exactly who you’re looking for in seconds.
Need Help?
Our Passionate Support Team is here for you!
📞 Call us at 866.463.7620
💬 Or send us a live chat right from your PhotoBiz control panel
We’re available Monday – Friday, 9:00 AM – 6:00 PM EST and always happy to help.
