Filter Contacts by User Code

The User Code customer list quick filter can be used to find out which contacts have specific information saved in one of their User Code fields. 

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.

1. From the Customer list, if necessary, expand the filter slide out.
2. From the User Code filter, select the first drop-down field and choose one of the User Code 1 - User Code 5 options.
3. From the second drop-down, select the applicable option to filter, then click the X to apply it.
4. 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).
5. From the print preview form, click  to print, or click to export and save as another file type such as PDF.
6. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• User Code Fields
• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder