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How Do I Filter Only Customers

The "Customers" tab above the contacts table filters the list down to just contacts whose Contact type is Customer or Both.

Steps

  1. Go to Contacts.
  2. Click the "Customers" tab next to All Contacts.
  3. Review the filtered list - only customer contacts appear here.
  4. Click "All Contacts" to clear the filter.

Related Articles

  • How Do I Filter Only Suppliers?
  • How Do I Switch Between Customers and Suppliers?
  • Can the Same Contact Be Both a Customer and a Supplier?

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