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Filter Contacts

Filtering contacts enhances task coordination, making it easier to allocate the right people to the right tasks.

Follow these steps to filter contacts in our web app:

  1. Log in and Access Contacts

    • Once you've logged in, select Businesses from the sidebar menu and click on Contacts.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
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      Contacts list with filter option highlighted and selected contact details displayed.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your contact search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of contacts that meet your criteria.
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      Filter panel for narrowing down contacts by company and status with apply option.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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      Reset filters option to clear contact search filters.

  6. Use the Search Field

    1. You can also filter contacts by typing the contact name directly into the search field.
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      Contacts list filtered by search field showing a single matching contact.
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