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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 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.

  1. From the Preferred Program drop-down on the customer list, select either Yes or No (set to All by default).
  2. The filtered contacts can be sent an emailadded to a custom list, or to print them, from the contact list toolbar, click the print button Print and select Print (or see Print Labels to print in a label format).
  3. From the print preview form, click Print to print, or click Export to export and save as another file type, such as PDF.
  4. When finished, to clear any filters that may be set, click  Clear Filters Clear Filters in the toolbar.

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

Quick Filter: Preferred Program


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