How to Filter Using Categories

How to Filter Using Categories

Go to the Contacts Workspace. Select Households or Contacts depending on your needs. Click Filter Options and select Add Filter Fields.

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Type the word Category into the search bar. Check the box next to category. Click OK.

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Set the Operator field to Equals or Not Equals to include or exclude all records with the category you want to filter with. Check the box next to the category you want to filter with. Click Apply.

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