Custom contact groups can be created from any contact list by filtering and selecting the desired contacts, then saving them as a list in the List Builder. These lists can be used for tracking attendees for events, organizing mailing lists, or grouping customers by products they have added to their Wish List or purchased. Saved lists can also be printed, exported, or used to send group or individual email messages.
Locations:
Purchase History from the Product List
From a Contact List
- From any of the contact lists (Customer, Unit, or Address List), use any of the available contact list quick filters to filter the list.
- Select the checkbox next to the names to be added.
- From the Filter - Group section on the toolbar of the list that you are using, click
List Builder. - If creating a new list, enter a description in the List Name field (if adding to an existing list, click Existing List, then select the desired list).
- Click OK then select either Yes or No to open the List Builder.
Purchase History from the Product List
From the main toolbar, click 
Inventory (or from the Product menu, select Product List).
- From the drop-down menu on the product list toolbar, select the Usage by Customer view.
-
Using the filter sidebar, set any desired filters (Date Range, Category, Group, Product Line, Section, and whether to include Closeout Items, Out of Stock, or Archived Product). Or, to filter for a specific item, type a partial product description or part number in the search field.
Tip: If your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and choose Show Find Panel.
- Select the checkbox next to the names to be added or the checkbox column header to select all.
- From the Product List toolbar, click List Builder.
- If you are creating a new list, enter a description in the List Name field; otherwise, click Existing List, then select the desired list.
- Click OK then select either Yes or No to open the List Builder.
