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Easily filter Contacts vs Companies
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投稿日時：2021年9月07日
With a filter, and by extension a smart list, we can't see how to get a list of Contact records that are ONLY Company records.
If we add the field "Company" and filter by "With Company" we get both records shown in the "csv" snippet below:
Company, Lastname, Firstname
Doe Exports, ,
Doe Exports, Doe, Jane
It would be useful to get a list of the Companies only, those that are marked as an organisation. Using code (via Zendesk App Framework) we can list those Contact records that are marked as an Organisation, but we can't see how a user can do this via the front end. Can anyone enlighten us?
Feature request: If this isn't possible, could we get a filter option that would allow this?
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3件のコメント
Jakub Tutaj
Hello Ben, you can achieve that with a filter that is present on the first column (Contact) and select from: All contacts, person, company. Please see the screenshot attached:
Let me know if that's what you wanted to achieve.
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Ben
@... AWESOME! thanks - the answer was right in front of me the whole time. Appreciate you showing me. 👍
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Jakub Tutaj
This is great to hear! And no worries, I miss such things all the time :)
Happy to mark this thread as answered.
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