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PS Stockbook

Contacts: Filter by category

Summary

How do I filter for a specific group of contacts in one category in Stockbook? 

Detailed Description

Step 1

Select the Contacts menu item from the stockbook menu.

Step 2

  • Select the category or multiple categories by ticking the box next to the category name.
  • This will filter the contacts out that have one or more of those categories assigned.
  • To clear the filter tick the box next to Clear All

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