Client contact Type



1 comment

  • Avatar
    Monika Yadav

    Hello Tom,

    To achieve this, the contact when added should have 'Referral contact' as type. Once you have that, You should be able to filter the result set based on a field's value. To get rid of blank/null values, you can add filter to show only rows that are not null.

    Below is a snapshot from one of our testing env.

    Let me know if it helps..!


    Comment actions Permalink

Please sign in to leave a comment.