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Microsoft Dynamics
Sales and marketing
Contact person list
 Filtering the contact person list

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Microsoft Dynamics AX 4
Filtering the contact person list

To filter the contact persons in the form, enter the desired values in the filter fields.

Field Short description

Show all

To display all contact persons, regardless of any other values in the filter fields, select this button.

Name

To display only the contact person with that specific name, enter the name of the contact person.

Employee

To filter the contact persons, select an employee from the drop-down list. Only the contact persons that the employee is the main contact person for will be displayed.

When the Contact person form is opened from the Navigation Pane, this filter field contains the employee's name.

Sales unit

To filter and display the contact persons by sales unit, select the sales unit from the drop-down list.

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