Filter contacts by organization

In OnePageCRM, you can filter all CRM contacts working in the same organization. 


1
Open the organization in the Account view.
  • Go to the Action Stream → click on the Organization icon.

    • OnePageCRM | Action Stream page the Organization icon is displayed for each contact that has more than 1 contact within the same organization on the right-side of the Action Stream.

    Click on the filter icon.

    OnePageCRM | Account View | The filter icon is displayed above the list of contacts to the right-hand side.


    Or...

    On the Contact Profile, click on the downward arrow in the organization dropdown → click on the filter icon.

    OnePageCRM | The Account View dropdown is on the top right hand-side of the Contact profile. Select the downward arrow to open a preview and select the filter icon in the pop-up window.

    2
    A list of the contacts associated with the organization will be displayed.

    OnePageCRM | A list of contacts is displayed as a result of the search.

    Any linked contacts will be shown under the Linked Contacts section at the bottom of the list.

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