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Use relationship filters to find contacts

MRI Box and Dice MRI Box and Dice

Summary

Learn how to use relationship filters to show contacts with or without relationships with other contacts. 

This article covers:


About relationship filters

Box+Dice lets you filter contacts by relationship status. This feature helps you quickly identify contacts that are linked to others or those that stand alone in your database.


Apply a relationship filter

You can filter contacts by their relationship status:

  • Go to: Contacts in the sidebar
  • In the Filters panel on the left, click Add Filter Item

  • Select Relationship from the filter options list
  • Choose one of the following:
    • is known - Shows all contacts connected to at least one other contact
    • is unknown - Shows all contacts that are not connected to any other contact
  • Click Apply

The results will update automatically based on your selected criteria.

Tip: Use a combination of filters for more precise results.

View contact details

Once you locate the contact:

  • Review the displayed phone numbers and email addresses in the results list
  • To see physical addresses, click Basic view at the top of the screen, then switch to Table view

Note: Table view provides a more detailed layout for addresses and other contact information.