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Advanced filter logic
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Contacts

Advanced filter logic

Compose nested boolean filter expressions on your contacts list.

Overview

The contacts list supports nested boolean filter expressions. You can combine multiple filters with AND, OR, NOT, and parentheses to model complex supporter queries — for example, "major donors in California who haven't given in the last 12 months."

How it works

As you add filters, GiveLink shows progressively more controls:

  1. One filter — just the filter chip.
  2. Two filters — a Match ALL / Match ANY toggle appears between them.
  3. Three or more filters — a Filter logic text field auto-expands below the chips. Each chip gets a number (1, 2, 3, …). Write an expression that references those numbers.

Grammar

The filter logic field accepts:

  • Chip references — positive integers that match the number badges on your chips.
  • AND, OR, NOT — case-insensitive, separated by spaces.
  • Parentheses — to group subexpressions.

Examples

ExpressionMeaning
1 AND 2Match both chip 1 and chip 2
1 OR 2Match either chip
(1 OR 2) AND 3Match chip 3 plus at least one of 1 or 2
NOT 4Exclude contacts that match chip 4
(1 OR 2) AND 3 AND NOT 4Combined example

Operator precedence

AND binds tighter than OR. 1 OR 2 AND 3 means 1 OR (2 AND 3). Use parentheses when you want a different grouping.

Sharing a filter

The full expression is encoded in the URL. Copy and paste the URL to share a filter with a teammate.

Known limitations

  • Text filters use ASCII case-folding. Non-ASCII characters (é, ñ, …) don't match their uppercase/lowercase variants — use Contains and expect exact matching on case-variant characters.
  • Saved filters (naming a filter and recalling it by name) are coming in a future release.
  • Drag-reordering chips isn't supported yet. Chips are numbered in the order you added them; removing a chip renumbers the rest.
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Last updated on 6/15/2026

Org Intelligence

AI-powered profile builder that reads public information about your organization to power smarter campaigns, donor communications, and AI agent context — all reviewed and controlled by you.

Custom fields — filter and sort contacts

Add custom fields to your contacts and use them to filter, sort, and export donor lists.

On this page

OverviewHow it worksGrammarExamplesOperator precedenceSharing a filterKnown limitations

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