Use Associated Object Filters for Lists

In this guide, we will show you how to set up and use associated object filters for your active and static lists.

What Are Associated Object Filters?

When creating a contact or company-based list, you can filter your records based on their associations. For example, for contact-based lists, you can filter based on contacts' primary company associations.

You can also filter by association labels if you have a Professional or Enterprise account.

How to Use Associated Object Filters:

1. Select the [Object] properties filter that corresponds to the associated object.
   • For example, if you're creating a contact list and want to set criteria based on company associations, select Company properties.
2. Select a property by which you would like to filter.
3. By default, the list will include records when any associated records of that object fit the criteria.
4. You can also set your criteria based on the primary company association or a custom association label. To do so, click the Association to: dropdown menu. 
   1. Select Any [object] to filter based on all associated records of that object type (e.g., the list would include a contact when any of their associated companies meet the criteria).
   2. Select Primary [Object] to filter based on only the primary associated records of that object type (e.g., the list would include a contact when the primary company meets the criteria).
   3. Select a property in the With label category to filter based on a specific label associated with that Object.
5. Click Save list in the top right corner of the page.