Filter Contacts by Uses Basic Skin Care

Filter contacts by the Uses Basic Skin Care status set in their profile, then print as a report or labels or send an email. You'll want to ensure that your Filter slide out option is enabled (Edit menu > Settings > Alerts & Colors and select Use filter slide outs).

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 Uses Basic Skin Care drop-down, select either Yes or No (set to All by default).
3. The filtered contacts can be added to a custom list or to print, from the contact list toolbar, click and select View (or see Print Labels).
4. From the print preview form, click  to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, from the toolbar, click  Clear Filters.

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Additional Information:

• View Customer Product Usage from the Product List
• Enable Filter Slide-out Option for Lists