The Contact List can be filtered by Tags to show only contacts with specific tags applied to their profiles. Tags are used to group contacts, making it easier to narrow the list to a specific group. The filtered results can then be used to send emails, create custom lists, print contact details, or add contact log entries.
Before proceeding, ensure tags have been added to profiles.
- From the contact list toolbar, select the filter button
then choose Filter. - From the Tags drop-down, select one of the options listed.
- 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.
