<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Filter to show only contacts or only companies

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 "Filter by record type" in the page menu on the left, below "Filters & Sorting."
  • 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.
Next up:
Keywords:
Records, individuals, accounts, filter
How do I can you are you able to can I how to is it possible