Filter Contacts by Preferred Program
Filter contacts by those with a date set in the PC Program field found under the Main tab of their profile. Then generate a report, labels, or email them.
Before proceeding, to ensure that you do not have any other conflicting filters applied, click
Clear Filters. Then, 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.
- From the Preferred Program drop-down on the sidebar filters, select either Yes or No (set to All by default).
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click
and select Print (or see Print Labels to print in a label format).
- From the print preview form, click
to print, or click
to export and save as another file type, such as PDF. - When finished, to clear any filters that may be set, click
Clear Filters in the toolbar.
Tip: To filter for new customers or customers whose information has changed, use the Info Last Changed filter.
