Wello provides both standard filters, advanced and column filters to help users easily find and organize the data they need across all modules in the Portal.
This page explains the search filters available for the contact module. It includes all standard search filters at the top of the page, all column filters within the data grid.
Contact Search
The Contact search feature in Wello helps you find any existing customer contact account stored in the system.
How to Access the Contact Search Page
Navigate to the CRM menu on the left navigation panel.
Select Contacts. The contact page will open.
At the top of the page, you will see the contact search filters.
If the filters are not visible. Click the Filter icon in the top-right corner to toggle them on.
The search filters allow you to narrow down the list of contact displayed in the grid below.
The contact module provides few filters. These appear at the top of the page and help you quickly search for the contact of specific customer. Each filter targets a specific type of information stored in the contact.
Here is a detailed explanation of all contact filters available on the Wello portal, specifically for the Contact search screen. The main filters are: First Name, Last Name, and Email.
First Name: Allows users to search for contacts by their first name. Entering a value in this field will filter the contact list to show only those whose first name matches fully or partially the entered text. Note that Pressing Enter after typing will immediately apply the filter and display results.
Last Name: Enables users to find contacts by their last name. Typing a last name or part of it will filter the contact list to show only those contacts whose last name matches the input.
Email: Lets users search for contacts using their email address. Entering an email address or a part of it, will filter the list to show contacts whose email matches the input. Useful for quickly finding a contact when you know their email or part of it.
After selecting your filters, Click Apply Filters. The results will appear in the data grid below, you can then refine the results even further using column filters in the grid.
To include any archived contact during your search, checked the include archived contacts box below the standard search filters.
You can use any combination of the above filters together to refine your search results. For example, you can filter by both first and last name to narrow down results.
Clear Filters
Click the Clear button to reset all filters to their default state. It removes any filter criteria you have entered or selected.
Columns Filter Logic
Below the contact standard filters is the grid, where the contact list is displayed. Each row represents a contact, and each column displays a specific type of data.
Wello provides a large number of columns to display contact data, including:
Title
First name
Last name
Phone
Email
Mobile
Language
Function
Account
Function bis
Contact e-login
Gender
Archived
Note that not all columns appear by default. You can show or hide columns based on your needs.
Customizing the Grid View
You can adjust the grid to show only the columns and data that matter to you.
How to Add or Remove Columns
Click the Columns selector at the top-right of the grid. A side panel opens showing all available data fields.
Check or uncheck column data to show or hide them
Click the selector again to close the panel.
All checked column will be shown in the grid.
Each column header in the grid supports filtering. These filters allow you to apply logic-based conditions to narrow down results even further.
Each column header has a menu icon (☰). Clicking it opens a panel with three sections: Column settings, filter options and column data visibility.
Column Settings
This section includes options that help you manage your grid layout:
Pin Column
Keeps the column fixed while you scroll horizontally.
Autosize This Column
Automatically adjusts the width of the selected column to fit the content.
Autosize All Columns
Resizes every column to fit their content.
Group by This Column
Groups the grid rows based on the values in the selected column.
Reset Columns
Restores all columns to the default layout.
Filter Options
Each column header in the account grid supports filtering. These filters allow you to refine your search further using specific logic, making it easier to find exactly what you need.
Common Filter Logics:
Contains: Shows rows where the column value includes the text you enter.
Not Contain: Excludes rows where the column value includes the text.
Equals: Shows rows where the column value exactly matches your input.
Not Equal: Excludes rows with an exact match.
Starts With: Shows rows where the column value begins with your input.
Ends With: Shows rows where the column value ends with your input.
Greater Than/Less Than: (For dates/numbers) Filters for values above or below your input.
In Range: It allows you to pick a Start Date and an End Date. The grid will display only the records that fall between those two dates. ( work only for date attribute column)
Data Field Visibility
This section displays all available column data fields related to contact. You can tick or untick column fields to show or hide them from the grid.
How to Use the Filters in the Contact Column Header
Hover over a column header and click on the column menu icon (☰).
Go to the filter section.
Select your filter logic (e.g., Contains).
Enter your filter value in the text box. The text box below the logic allows entry of a keyword or phrase.
After entering a value in the text box, a second set of filter options (logic & text box) will appear below the first, between them is an AND / OR toggle. AND will return only data that match both conditions. OR will return data that match either condition.
This makes it possible to combine two logics and two search phrases, or simply use one and ignore the second.
Click Apply.
The grid will update immediately based on your selected filter logic. For example, Selecting Logic: “Contain” and entering the Value: “Care”, in the Account column, then apply will display only contact associated with an account that has the word “Care” in its name on the grid.
You can apply filters to multiple columns at once for more precise result.
After searching for contact using any of the standard filter you can also use the column logic-based filters to further refine your search.
Exporting Your Data
Once you have filtered your contact list using the standard or column filters, you may want to extract this data. The filtered results shown in the grid can be exported for reporting or external use.
To export your contact data.
Position your cursor anywhere in the data grid, right-click and Choose Export from the menu.
Pick the file format you want. CSV (good for spreadsheets), Excel (.xlsx) (standard Excel format) or Excel (.xml) (structured data format). The application will package up your data, including the headers, into the file format you selected.
Save the file on your computer when prompted.
In the contact page, you can Add a new contact, edit an existing contact, view contact details and archive a contact.