Filter Contacts by Preferred Program

You can filter your customer list based on those that have a date set in the PC Program field located under the Main tab of their profile. 

Tip: To add (or remove) any profile fields from the customer list, see Add, Move, or Hide Columns on Contact Lists or Import a View for Reports, Labels, & More before proceeding with the steps below.

1. From the customer list, if necessary, expand the filter slide out.
2. From the Preferred Program drop-down, select either Yes or No (set to All by default).
3. The filtered contacts can be added to a custom list or to print, from the contact list toolbar, click and select View (or see Print Labels).
4. From the print preview form, click  to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, from the toolbar, click  Clear Filters.

Tip: To filter for new customers or customers that have information that has changed, use the Info Last Changed filter.

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Additional Information:

To update myCustomers on InTouch, see Export Customers To InTouch® Or Other Apps.