Show/hide Secondary Contacts

[Support Team]

RangerMSP User Question*

How can I show or hide Secondary Contacts (those with Type marked as *) from the Account list?

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: Show/hide Secondary Contacts

Answer

To quickly enable or disable filtering of Secondary Contacts simply click the Types filter in the Find bar and in the drop-down list check or uncheck Show Secondary Contacts.

[maxtowns]

Re: Show/hide Secondary Contacts

Can also 'permanently' do this by unticking the 'show secondary contacts' on the ACCOUNTS tab in the Tools -> Options

(apologies if I am mixing things up/providing misleading info/pls delete this post if so!)

Was very glad when we found this option/much easier than having to do the above filter every time we open CommitCRM!

[Support Team]

Re: Show/hide Secondary Contacts

Yes you are correct, you can set the default behavior with the checkbox in Tools > Options > Accounts.