Filtering Clients
As your client database grows, finding specific clients becomes increasingly important. Launchpad's filtering and search tools help you quickly locate exactly who you're looking for, whether it's a single client or a group matching specific criteria.
Quick search
The fastest way to find a client:
Go to Clients
Click the Search box at the top
Start typing the client name, email, or contact person
Matching clients appear as you type
Click a result to open that client record
Search looks across:
Business name
Email addresses
Contact person names
Phone numbers
Using filters
For more precise results, use the filter panel.
Accessing filters
Go to Clients
Click Filters in the toolbar
The filter panel opens on the side
Select your filter criteria
Click Apply Filters
Your client list updates to show only matching records.
Available filters
Status
Filter by client status:
Active — current clients you work with regularly
Pending — clients awaiting approval or setup
Archived — inactive clients you've kept for records
All — show clients regardless of status
Business type
Filter by the category of business:
Tour Operator
Accommodation
Attraction
Transport
Food & Beverage
Retail
Other
Select multiple types to show clients from any of those categories.
Tags
Filter by tags you've assigned:
Click Tags in the filter panel
Select one or more tags
Choose Any (clients with at least one tag) or All (clients with every selected tag)
Location
Filter by where clients are based:
State — select one or more states or territories
Region — filter by tourism region
City/Town — specify a particular location
Date added
Filter by when clients were added:
Last 7 days
Last 30 days
Last 90 days
Custom date range
Last activity
Filter by when you last interacted:
Recently active (last 30 days)
Inactive (no activity in 90+ days)
Custom activity date range
This helps you identify clients needing attention.
Combining filters
Filters work together to narrow your results. For example:
Find VIP accommodation providers in Queensland:
Set Status to Active
Set Business Type to Accommodation
Set State to QLD
Set Tag to VIP
The list shows only clients matching all these criteria.
Saving filter views
If you use the same filters regularly, save them as a view:
Set up your filters
Click Save View
Give your view a name (e.g., "Active QLD Operators")
Click Save
Access saved views from the Views dropdown at the top of the client list.
Managing saved views
Click the Views dropdown
Hover over a view name
Click the pencil to edit or bin to delete
Rearrange views by dragging them
Sorting results
After filtering, you can sort the results:
Click any column header to sort by that column
Click again to reverse the sort order
Common sorts include:
- Name — alphabetical - Date Added — newest or oldest first - Last Activity — most or least recent - Location — by state or city
Clearing filters
To reset and see all clients:
Click Clear Filters in the filter panel
Or click the X next to each active filter
Or select All Clients from the Views dropdown
Filtering for exports
Filters are useful when exporting data:
Apply filters to show the clients you need
Click Export
Choose Export Filtered Results
Only the filtered clients are exported
This creates targeted exports for specific client groups.
Advanced search operators
For power users, the search box supports operators:
"exact phrase" — use quotes for exact matching
name:Sunset — search only in business name field
tag:VIP — search by tag
type:accommodation — search by business type
Tips for effective filtering
Start broad, then narrow — add filters one at a time
Save frequent searches — don't recreate complex filters each time
Use tags strategically — good tagging makes filtering easier
Check active filters — if results seem wrong, check what filters are applied
Combine with sort — filter first, then sort for best results
What's next?
Now that you can find the right clients:
Good filtering means you spend less time searching and more time building relationships. A few clicks should get you to exactly who you need.