Find contacts in a group

Contacts linked to contact groups are automatically listed in the Contact Groups section.

To find contacts in a list with many records, you can search and filter the list.

On this page:

• View the group's contact list

• View contact data associated with the group

• How to filter group contacts

View the group's contact list

By default, the product list is displayed in alphabetical order (A to Z), by product name. For faster page loading, only the first 30 records are displayed. If you want to view the other items in the list, you can scroll to the end of the page and click on View more at the bottom center of the screen.

The list displays the following information:

1. Name: contacts whose name matches the informed value;

2. Email: contacts whose email matches the informed value;

3. Document: contacts whose document matches the informed value.

View contact data associated with the group

You can view all contact information linked to the group or update¹ data such as name, email, among others.

(1) permission is required to perform these actions.

Steps:

1 - Access the contact list in the contact group - if desired, you can apply a filter.

2 - Locate the desired contact in the list.

3 - Click on the desired contact.

4 - View the contact information.

How to filter group contacts

You can use filters to view a smaller subset of existing contacts within a contact group. This feature is useful for finding specific contacts you want to view.

To filter the contact list:

Steps:

1 - In the side menu, go to Settings, and then Contact Groups. After the page loads, a list with all Contact Groups will be displayed.

2 - In Contact Groups, click on the Contacts tab.

3 - In Contacts, click on Filters.

4 - Fill in one or more filter options:

1. Code: searches for contacts whose code matches the informed value;

2. Email: searches for contacts whose email matches the informed value;

3. Document: searches for contacts whose document matches the informed value - if desired, you can enter only part of the document number.

5 - Click on Filter.

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