Filter contacts by Favored status to display customers based on the option set in their contact profile in the Contacts list.
The Favored 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 Favored 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.
