Filter contacts by their type

Modified on: Mon, 26 Oct, 2020 at 8:54 AM

Now in the contacts tab, users can filter for specific contact types whether that be a Sponsor, Sponsor Created, Trusted Advisor, Manager. This makes it easier to find contacts when needed.

Filtering contacts by type will make it much easier to visually see the different contacts you have in the vault. 

 

To filter contacts, simply click on the header "Contact Type" and check off the ones you wish to see.

 

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