How do I filter my contacts by company or custom object on Tekmatix?

• Relationship columns. Each association label can have its own column, even when a contact has several different relationships to the same type of record.
• Clickable chips. Linked records show as chips in the column. Click a chip to open that record. If there are more links than fit, a "+N" shows how many more.
• Association filters. Filter contacts by their linked records using Contains any or Does not contain any, or check whether a link exists at all with Is empty or Is not empty.

You can talk to a whole account at once. Pull every contact linked to one company into a list, and send them the right message without hunting them down one by one.

You can find the gaps. Contacts with no company or no linked record are easy to miss. An "Is empty" filter shows them straight away, so you can tidy them up.

Your messages get more relevant. If you track things like products, properties or pets as custom objects, you can segment by them and send messages that actually fit the person.

You build the list once. Saved Smart Lists keep your filters, so the same audience is ready next time.

• The Labs feature Association Columns and Filters for Contacts switched on.
• Contacts already linked to companies or custom object records. If you haven't linked any yet, the columns and filters won't have anything to show.
• Your association labels set up with clear names, because the column headings use the names you've configured.

1. Open your Smart ListsGo to Contacts, then Smart Lists.
2. Open Manage fieldsClick the column count above the list, then open Manage fields.
3. Pick your association labelsUnder Associations, select the association labels you want to see as columns.
4. ApplyClick Apply. Each label now shows as its own column, with linked records as clickable chips.

1. Open FiltersIn your Smart List, click Filters.
2. Search for AssociatedSearch for Associated and select the association field you want to filter by.
3. Choose an operatorPick Contains any, Does not contain any, Is empty or Is not empty. If you choose Contains any or Does not contain any, select the linked records to match.
4. Apply and saveApply your filters. Combine them with any other contact filters you need, then save it as a Smart List so you can use it again.

• Pick the right label. Different labels can describe different relationships to the same type of record. Choose the label that matches the relationship you're filtering on.
• Headings use your names. Association columns use the object names you've configured, so clear names make your lists easier to read.
• Company name is now Primary Company. If you had saved views using that column, look for the new name.

1. Send account updates to everyone at a client. Filter by company with Contains any, save the list, and use it whenever you need to update the whole team at that business.
2. Clean up unlinked contacts. Use Is empty on Primary Company to find contacts with no company. Work through the list and link them, so your CRM stays useful.
3. Segment by what people own or use. If you track records like properties, vehicles, pets or products as custom objects, filter by them to send messages that actually fit.
4. Find your referral partners' clients. If you've linked advisers to the businesses they look after, filter on that label to see who sits in each partner's network.
5. Exclude existing accounts from prospecting. Use Does not contain any to leave out contacts linked to your current client companies before you send a cold campaign.