Company properties in the contacts overview and vice versa

[FScheibe]

Hi,

We have created an individual property for our companies, which we use to categorize them.

Now we would like to set the filter in the contacts overview so that all contacts belonging to a company category are displayed.

To put it another way, using an example: "We give our companies an industry and now want all contacts who work for a company from industry ABC to be displayed in the contacts overview."

Unfortunately we can't do this, does anyone have any tips for us?

[karstenkoehler · Accepted solution]

Hi @FScheibe,

This is not possible directly - but there is a workaround.

First, you would create a contact-based list. When adding a filter in a contact list, you should see a drop-down which you can switch from contact to company; and then filter for company properties.

Once created, you can filter your contact index page by list membership and select this list.

Best regards!

[FScheibe]

Perfect, thanks a lot!