- From the customer list tool bar click , then select Load View. View
- Choose the Customer Listing view then click OK .
- From the Filter side bar, choose either All, Yes or No from the Preferred Program drop down (select Yes to only view those already on the Preferred Customer Program, No for those that are not, and All to include everyone).
- From the Info Last Changed drop down, select Between and enter a date range. When finished, click X to close the filter.
- From the customer list tool bar, click to print as a report.
- When finished, choose Default from the View drop down, and click to clear all filters set.
- In the future, to access the newly loaded view, select it from the View drop down, or if no longer needed, click then select Delete.
- To update myCustomers on InTouch, see Export Customers for the Preferred Customer Program.