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Create a Person Account List View on the Accounts Tab

Create a Person Account List View on the Accounts Tab

You can create a Person Account list view on the Accounts tab.

  1. On the Accounts tab, click Create New View.
  2. In the View Name field, enter Individuals and Families.
  3. In the Filter By Additional Fields section, create a filter where Account Record Type = Person Account.
  4. Select the fields to display and visibility settings and click Save.
 
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