Listing Employees under a Company in a Smart List


  • Serene Gao

    Hi Kali Tudisco!

    Thanks for reaching out. On the Contacts Smart Lists, you can include the field 'Company' on the Table View so all Contacts (both Person and Company) will show the Company name here:

    Then, you can click on the 'Company' header to sort the list alphabetically by this column. You will then see all Contacts grouped by their Company name and Person Contacts (employees) being listed right after their Company. 

    Let me know if this helps!


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