Support Center

Creating an Active Customer List

Last Updated: Apr 06, 2016 03:05PM EDT
To create a memorized filter list for active customers perform the following steps:
 

1. Go to customer and go to the fine tab in the file/company type: (*)

2. Click the bottom right drop down and choose “exclude: hide all customers who meet criteria”

3. Go to memorized filter list tab click the list you just made click save and name it.

 

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