Filter Contacts by Referred By
Filter contacts by Referred By to display customers based on the referral source recorded in their contact profile. The referral can be another contact in your list, a person not saved as a contact, or a non‑person source such as another organization, or from your website.
Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.
- From the Referred By filter on the customer or address list, enter the name of a contact in the search field, then select the applicable name.
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click
and select Print (or see Print Labels to print in a label format).
- From the print preview form, click
to print, or click 
to export and save as another file type such as PDF. - When finished, to clear any filters that may be set, from the toolbar, click
Clear Filters.
Additional Information:
- The Unit List can also be filtered for Referred By, by adding the column, then using the column header filter.
- Contact List Filters & Column Sort
- Create, Import, or Filter a View to use with the List Builder