Customer & Address Contacts
Views allow you to display the information of your choice, inside various areas of the program, in a format that allows for customization (such as sorting, filtering, etc.) and give the ability to print. Some views have a predefined layout as a starting point or default. Additional views are available to load. If you can't find the one you're looking for, let us know. We'll either show you which view to load or create it for you if it's new!
- Add, Move, or Hide Columns on Contact Lists
- Print Reports, Labels, or Send Email to Contacts with Upcoming Birthdays
- Import a View for Reports, Labels, & More
- Create, Import, or Filter a View to use with the List Builder
- Print a Statement of Account or Account Balance Transactions
- Print a Profile, Product Purchase History & More