Contacts & Transactions Tables are now upgraded

The improved Contacts and Transactions tables are now the default experience in Keela. They're built on a new foundation that makes it easier to find the right records, build precise audiences and work with complex data logic in one place. This upgrade introduces a more powerful filtering model, improves how transaction-related filters are organized, and supports more scalable workflows for segmentation, auditing and exporting.

What you'll notice

• A new, more powerful way to filter records using Filter Groups and AND/OR logic, without needing workarounds.
• A smoother "single workflow" experience for building complex audiences and refining lists in real time.
• Clearer organization for transaction-based filtering, often starting with All Transactions (COUNT) or All Transactions (SUM) before adding transaction attributes.
• More flexible date filtering with relative date options (such as "in the last 30 days") to keep filters and segments evergreen.
• Updates to how transactions display in the Transactions table, to make auditing easier.
• Export improvements, including removed export limits and a new export download workflow through notifications.

What changed in Contacts and Transactions

1) Filtering has a new mental model: Filter Groups + AND/OR logic

The biggest change in this release is how filtering works. Filters now live in a side panel, and you build logic using Filter Groups.

Filter Groups make it easier to:

• Organize related conditions together
• Nest conditions for more complex logic
• Control where AND and OR apply in your filter logic

Why this matters: Previously, complex audience building often required creating multiple Segments and then merging them to simulate OR logic. Now you can build complex, multi-layer logic directly in one workflow.

Example: If you want to find:

• Company contacts who have given $500+, OR
• Individual contacts who have given $100+

You can now build that in one filter flow using OR logic, instead of creating multiple segments and merging them.

2) Results update as you build (faster iteration and "sanity checks")

As you add or remove conditions, you can quickly see how your results change, including the Contact Count, so you can check that your logic is producing the audience you expect.

This is especially helpful when you're building:

• Fundraising outreach audiences
• Event invitation lists
• Donor reporting cohorts
• Any audience that needs multiple layers of logic

3) Transaction-related filters may look "moved" at first (COUNT/SUM is often the starting point)

You may notice that some transaction-related filters don't appear immediately in the upgraded tables. This is intentional. In the upgraded experience, many transaction attributes now follow a COUNT or SUM "starting point."

What this means in practice:

• If you're in the Contacts table and want to filter contacts by something about their transactions, you'll often start with:
  • All Transactions (COUNT), or
  • All Transactions (SUM)
• After adding COUNT or SUM, Keela reveals more transaction attributes you can filter by, such as:
  • Campaign
  • Impact Areas
  • Date Received

This structure keeps the filter list cleaner and makes it easier to build more precise, cumulative logic in one place.

4) Relative date filtering makes segments and filters more evergreen

Instead of manually updating date ranges month after month, you can often use relative dates, like:

• "in the last 14 days"
• "in the last 30 days"

This helps keep recurring lists and saved logic current without constant maintenance.

5) Transactions table auditing is easier (one row per transaction total)

In the upgraded tables, the Transactions table typically shows one row per transaction total, instead of multiple rows for individual line items. To review the items that make up a transaction total, click into the transaction record to see the underlying details.

6) Large-list navigation is smoother

When working in very large lists, navigation is smoother, including the ability to jump to a specific page number in the table.

Segments: moving your legacy segments

Segments built with the new filters live on the Segments tab marked with a purple NEW badge. Your legacy segments are still on the original Segments tab and keep working there. Legacy segments are view-only: to change one, move it or rebuild it in the new Segments tab.

You don't need to rebuild your segments by hand. You can move legacy segments to the new Segments tab yourself, in bulk:

1. Go to Contacts and open the Segments tab (the one without the NEW badge).
2. Select the segments to move with the checkboxes, or use Select This Page.
3. Open Actions and select Move to NEW Segments, then select Confirm.

Keela checks every segment before it moves. A segment only moves if the new version returns exactly the same contacts as the legacy one. Segments that can't move yet, such as segments that use another segment as a filter, stay on the legacy tab and keep working there. Nothing moves automatically.

For full steps, statuses and limitations, see Moving your legacy segments to the new Segments tab.

Exports: limits removed + where to find your downloads now

Exports have been updated in several ways. The most important workflow change is where export downloads and export history now live.

Export limits removed

• You're no longer capped at 50,000 rows.
• Large exports (for example, 90,000+ rows or your full database) are now supported.

Where your exports appear now (important workflow change)

When you run an export from the Contacts or Transactions table, the download is delivered through Notifications.

• New exports show up in your notification bell with a Download file link.
• To download the same export again later, return to Notifications.
• The Download file link may regenerate from time to time, so it's okay to come back later and download again.

What changed: Previously, you could go to Personal Settings to view Export history. With the upgraded tables, export downloads and your export history are in Notifications instead of an Export History page.

Export templates: where to build and edit them

• Manage export templates in the export modal, instead of in Personal Settings.
• Templates created for the previous tables may not match the new table structure. You may need to create new templates in the updated workflow.

Accessing older templates and older export history

Older export templates and export history from before this upgrade are still in Personal Settings.