When adding multiple filters in segments, these are connected using "AND" operators by default. Currently, "OR" operations between filters are not supported.
Example of "AND" Between Filters:
Filter 1: Client Owner Is Exactly Andrew
Filter 2: Service Type Is Exactly Tax
This segment will display contacts where Andrew is the Client Owner AND the Service Type is Tax.
How "OR" Works Within a Filter:
"OR" operations can be applied within a single filter, specifically in multi-select filters like Service Types.
Example:
Filter: Service Types Includes Any of Tax, Payroll
This segment will display contacts with a Service Type of Tax OR Payroll.
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