The Customer List can be filtered by User Codes to show only contacts with specific text applied to their profiles. User Codes are used to group contacts, making it easier to narrow the list to a specific group. The filtered results can then be used to send emails, create custom lists, print contact details, or add contact log entries.
Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.
- From the User Code filter on the customer list, select the first drop-down field and choose one of the User Code 1 - User Code 5 options.
- From the second drop-down, select the applicable option to filter, then click the X to apply it.
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click the print button
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, from the toolbar, click
Clear Filters.
Additional Information:
- Group Contacts using User Code Fields
- Contact List Filters & Column Sort
- The Address and Unit List can also be filtered for User Codes, by adding the applicable columns (User 1 - 5), then using the column header filter.
- Create, Import, or Filter a View to use with the List Builder