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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 “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.
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Records, individuals, accounts, filter
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