How to split companies and people in the contacts menu?

Question

when we create contact under certain customer , the contact appear inside the customer page

so the sales or any employee can see All customer , contacts, employee at the same page
so please help how can we split it to customer page & contact page ?
or the contacts should appear under customer ?

Jānis · Answer

You can try to manage those views by custom filter (for example customers and companies):

open Customers list;
open filter and in section Filters check Companies and Customers;
save filter as custom filter in section Custom Filters (check Share with all users or Use by default if necessary).

Jānis · Answer

You can try to manage those views by custom filter (for example customers and companies):

open Customers list;
open filter and in section Filters check Companies and Customers;
save filter as custom filter in section Custom Filters (check Share with all users or Use by default if necessary).

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