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How Do I Gather a List of Contacts Under an Account?

Updated over a month ago

Here’s how to add an Account filter to your Contacts list in Event Temple:

  1. Go to the Contacts page (you’re already there).

  2. At the top of the list, click “Add Filter.”

  3. From the dropdown menu, select “Account.”

  4. Type or select the account name you want to filter by (for example, Singer or Apple).

  5. Click “Apply.”

Your contact list will now show only contacts associated with that specific account.

Tip: You can combine filters (e.g., Account + City) and click “Save View” if you want to use the same filter setup again later.

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