Contact Segments in Support Portal are saved filter configurations applied to the Contacts directory, enabling you to define and persist named groups of contacts based on attribute criteria. Segments function as reusable views that surface relevant contact subsets — such as all contacts from a specific organization, contacts within a geographic region, or contacts associated with a particular Label.
Operational Objective
Contact Segments provide CRM-style segmentation within the Support Portal workspace. Instead of repeatedly constructing filter queries, you define a segment once and access it from the sidebar on demand. Each segment evaluates its filter criteria dynamically, reflecting the current state of your contact data.
For details on managing contact records and available contact attributes, refer to Contacts.
Creating a Contact Segment
Step 1: Open the Contact Filter Interface
Navigate to Contacts from the primary sidebar within the Support Portal Dashboard. Select the Filter control at the top of the contact list.
Step 2: Define Filter Criteria
The filter configuration interface presents fields for filter type, comparison operator (equal to, not equal to, contains, does not contain), and value. You can chain multiple filter conditions to refine the target contact set.
Select Submit to apply the filter criteria. The contact list updates to display only matching records.
Step 3: Save the Filtered View as a Segment
After validating the filtered contact results, select Save filter in the header of the Contacts page. The system presents a naming dialog. Provide a descriptive segment name that reflects its operational purpose (for example, "Enterprise Accounts — East Region" or "VIP Contacts"). Select Save filter to confirm.
Accessing Saved Segments
Saved Contact Segments appear in the secondary sidebar under the Segments section. Select any segment entry to immediately load its filtered contact view.
Removing a Contact Segment
To remove a Contact Segment, open the segment and select Delete Filter from the header area. A confirmation prompt appears; confirm to permanently remove the segment.
Expected System Behavior
- Segment contents are evaluated dynamically; contacts that no longer match the filter criteria are automatically excluded, and newly matching contacts are included.
- Segments are scoped to the individual user's view and do not affect other workspace members.
- Deleting a segment removes only the saved filter view. The underlying contact records are not modified.
- There is no limit on the number of Contact Segments a user can create.