A contact profile can be marked as Uses Basic Skin Care to help identify and group contacts. This option can be turned on or off within the contact profile and can be used later to filter contacts based on whether the setting is selected.
The Uses Basic Skin Care option can be set on a contact profile, then use the filter to print a report, labels, or send an email.
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 Uses Basic Skin Care drop-down on the customer list, select either Yes or No (set to All by default).
- 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 View (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.
