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 additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar, select the filter button
then choose Filter. - From the Referred By field, 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 printed as a report. To print, from the contact list toolbar, select the print button
then choose Print (or see Print Labels to print in a label format).
- In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
