Filter Customer List

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Filter Customer List

As well as using Find to jump to 1 customer you can filter the list to show customers that match a set criteria.

 

Apply a Filter

 

1.Open the Customer screen from the top toolbar.
 

2.Click filterlist Filter List to open the filter builder.
 

3.Select the criteria to filter by. The more options you select the more specific the filtered list will be (i.e. you will see fewer records).

 

hmtoggle_plus1Filter Criteria

 

4. Click filter_apply Apply Filter to show the results list with a popup to show how many records are selected.

 

 

Reset Filter

 

When a filter is on the Filter List button on the main screen is highlighted in pink:

 

filter list pink

 

Right-click on it to quickly remove the filter and show all records again.

 

 

Save a Filter

 

When you have created a filter you can save it for quick access in the future.

 

1.In the filter builder window, set your criteria as above.

2.Type in the name of the filter in the Saved Filters box and click updateSave Filter
 

Load a Filter

 

A saved filter will automatically appear when you click Customer on the top toolbar so you can jump straight to a filtered list.

 
customer_filter
 

Alternatively if you are already in the customer window you can click Filter List and select a filter's name from the Saved Filters box and click Load Filter.

 

Auto Updating

If you save a filter that includes relative dates such as "This Week" then they will be intelligently adjusted if you load that filter and apply it in future weeks.