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How do I find records in one of several groups?

Less Annoying CRM has a filtering option you can use to find records who are in one of several groups. This filter will use an “OR” option, so you can view records in one selected group or another. If you want to see contacts who are found in both 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” and then tick the box to the left of each desired group name.

When you apply the filter, it’ll pull up all of the records in any one of the selected groups.

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Filtering, groups, multiple groups
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