When you are working in the Envelopes page, you can filter by name or Smart Group to quickly find people in the list.
This feature saves you from having to scroll through your entire list to find one individual or household.
- Click the gear icon and select a tag.
- To search for people by name, type the name into the search text box underneath the“Envelopes” header.
- To filter by Smart Group, click on the Smart Groups drop-down menu and select the desired Smart Group.