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 the print button
and select View (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