Filter to show only contacts or only companies

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

Here's how to filter to show only contact records, or only company records:

• Go to the main Contact list by selecting "Contacts" in the navigation bar.
• Select “Record type” in the “Sort and filter” section on the left.
• Choose the desired record type. To see only contacts, choose "Contacts only," to see only companies choose "Companies only."
• If you'd like the CRM to remember this filter, tick the box "Make these the default settings."
• Apply the filter to see only the selected record type.
• Please note: if you use the main search bar, that will override any default filter settings to ensure all relevant results come up.‍