To create a search to show only a specific type of customer (Company or Individual only), follow the steps below:
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. On the New Saved Search page, select Customer
3. Under Criteria tab, Standard subtab add the ''Is Individual'' field as a filter
4. On the pop-up window, do the following:
Select "Yes" if you only want to see customers with Type = Individual
Select "No" if you only want to see customers with Type = Company
5. Rename the search
6. Save
No comments:
Post a Comment