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How to Filter Contact Data

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Learning Center Mekari
  • Updated

When you want to select multiple contacts for you to download, delete, or just see the number of contacts you have, you can use the filter feature in a contact. Follow these steps to filter contact data.

  1. Go to Contact Menu.
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  2. Click the "Filter" icon.
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  3. You can filter contacts by owner/creator of contact data, associations with other companies or deals, or filter by their own contact fields such as contact name, date created, address, etc.
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  4. When you have selected the filter field you want to sort, click "Apply". Once you click "Apply", your contact display will adjust to the filter.
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    You can restore the default view of previous contacts, by clicking "Reset".

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