Contacts List Filter Fields

The search/filter fields of the Contacts tool allow you to change which contacts are displayed in the list based on one or more characteristics. When you change the value of any search field, you must click on Refresh to update the displayed list. Clicking on a letter in the Letter Bar immediately updates the list to show contacts beginning with that letter which meet the criteria in the search fields.

Note: If contacts beginning with A were displayed before clicking Refresh, then only the contacts beginning with A that met the search criteria will be displayed. Use the Letter Bar to display all or other contacts that met the criteria.

An additional option exists to only display contacts with addresses that begin with a certain zip code. Set the Sort By field to Zip, Company, then enter in part or all of a zip code in the Letter Bar field next to go. Then, click on go and only the contacts with that zip code are displayed

Filter Field	Description
Contacts	Displays contacts depending on whether they are associated with accounts or not. All Contacts – all contacts whether associated or not NOT associated to account – only contacts not associated (linked) to an account Associated to account – only contacts associated with an account
Sales Reps	Displays contacts that are associated to the accounts of the selected Sales Rep or that are unlinked to accounts but associated to the Sales Rep. Default is All (all reps you have privileges to see).
Email	Displays contacts that have an email (Email Addr), those that do not (No Email Addr), or doesn’t matter (-Email-, default).
Sort By	Displays the contacts sorted as selected: Last name, First (default); First name, Last; Company, Last name; Zip, Company (enter all/part of zip code in the Alphabet Box and click on Go)
	Check will display the address of each contact that is displayed in the list. No check does not display the address.

Note: After changing the fields, you must click on Refresh to update the list.

Example

To see all linked (associated) contacts for Sales Rep, J. Smith, and see them sorted by company name:
Select Associated to account in the Contacts field.
Select J. Smith in the Sales Rep field.
Select Company, Last name in the Sort by field.
Click on Refresh.
Click on ALL in the alphabet box to see all contacts A-Z.