You can filter and sort your contacts and matters directly from the contact or matters list. Filtering and sorting can be done using any of the columns in the contacts or matters list. 

Please watch this video or follow the steps below:

1) Click on the three dots next to the column you would like to filter by. 

2) Use any of the available filtering/sorting options. 

3) Put in your criteria and click "Filter".

What Happens Now?

You will now see your contacts filtered by your specified criteria. 

To clear the filter, click on "Clear" and then you'll see your contacts unfiltered.


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