How to Use the Contacts Filter to Identify Community Contacts
As a Community Member, you can keep track of Shared, Transferred, and Cloned Contacts and sort them quickly and easily with the Advanced Filter in Contacts.
How to Filter Community Contacts
Step 1
Click on "Contacts" on the system's left side.
Step 2
Click on the "Filter" icon at the top right of the contacts page.
Step 3
Add other filters you wish to have included within this filter set.
Step 4
Scroll to the bottom of the options and click "Community."
Step 5
Click the "Community" you want to create a filter for if you are a member of two or more communities.
Step 6
Click the "box" to the left of the Community you want to identify shared Contacts By or With.
Step 7
Click the dropdown menu on the right side of the Community Name to select specific member/s if necessary.
Step 8
Click the "box" for "Shared With" (who you shared it with) or "Shared By" (who shared it with you.)
Step 9
Click the blue "Apply" button.
Step 10
The page will update to show you the Contacts that match the parameters you added to the Filter.
*Note: Click "Contacts and Saved Filters Overview" to learn how to save Community Contact lists.