On Contact List can there be a flag to distunguish Company from Individual records?
Hi, I imported a CSV file into a Tag Group recently. Nimble has created individual and company records. when i now look at contacts in the group I see records for people and companies together.
Can you add a criteria box at the top to select Individuals, or Companies or Both, alongside the SORT by name box.
Thanks
Anonymous
shared this idea
Hi Mark,
Thank you for writing in.
For sorting, we already provide the option to segment contacts by Company or People on the left-hand side of the Contacts tab.
It sounds like you may be sorting contacts out from under the “All” selection under the Contact tab, which results in companies and people mixing together.
If you want to sort by name for Company, be sure to select “Company” on the left-hand side before making your sorting selections.
The same practice is to be taken for People.
I hope that this is helpful. Please write to us at care@nimble.com to discuss this in further detail.
Best regards,
Joseph