Creating contact filter when synchronizing with Highrise
When synchronizing contacts from Highrise you can create a contact filter that excludes specific Categories/Tags from being synchronized.
In the example below, there are 4 Tags created in High Rise. (North Team, South Team, East Team, West Team) The steps show a setup where only contacts from the North Team will be synchronized. Excluding the other 3 Categories/Tags.
Creating contact filter using Category Manager
- Select Settings
- Select Category Manager
- Highlight Contacts
- Select Create New Category
- Enter the name of the HighRise Tag you wish to exclude
- Press Ok
- Now highlight the new category you have created
- Select Exclude Category
- Repeat the process for every Tag in HighRise you wish to Exclude from the sync