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How do I find records in multiple, specific groups?

Less Annoying CRM has a filtering option you can use to find records who are in multiple, specific groups. This filter will use an “AND” option, so you can view records in both of the selected groups. If you want to see the contacts in either of the two groups, read this tutorial.

If you go to the Contact list, you can select “Add a filter” under the “Filters & Sorting” section in the page menu. In the dialog that appears, choose “Group," tick the box to the left of one desired group name, and then apply the filter.

After you’ve applied that filter, you’ll see a list of only records in that single selected group. Repeat the same steps to add a second filter, this time selecting the second desired group. When you apply the second filter, you’ll see a list of records that are in both of the selected groups.

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Filtering, multiple groups