Filter Contact Records

Last published at: January 14th, 2022

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Contact records can be filtered in the same way as matters, tasks and billing items. From the Contacts Module, click the 'Add Filters' button. The below popup appears for entering one or more filter criteria. In this example, the filters are inventors having an address in the United States. There are 89 inventor records and only 10 of them have United States as their country.

Any number of additional filters may be used to provide the desired result.