Create a Customer Saved Search that lists all Customers not Tied Up to a specific Category

To create a Customer Saved Search that lists all Customers not tied up to a specific Category, user must perform these steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Customer as the Search Type.

3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:

*Category = - None -

Results tab > Columns sub tab:

Add needed fields including the following:

*Internal ID

*Name

4. Save & Run.

The search results may be used if a mass update or csv import is needed to bulk update Category information on Customer records.