Filter Contacts by Referred By

Use the Referred By filter to show the applicable contacts that were referred by another contact.

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.

1. From the Customer or Address list, if necessary, expand the filter slide out.
2. From the Referred By filter, enter the name of a contact in the search field, then select the applicable name.
3. 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).
4. From the print preview form, click  to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder