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Knowledgebase : Filtering and Searching
Go to the Contacts screen and click on the Filter button. Select one or more Primary Relations (e.g. Customer) then click on the Sales button under Special Filters. Select the first Sales Filter option and then select as many products to check for as yo...
To find everyone who has not purchased from you in the last few months, you need to do a two-step filtering process as follows.First, you need to find everyone who's ever purchased something from you. To do this, go to the Contacts screen (you can do th...
Select the Search button, select Email from the Field to Search menu, then leave Characters to search for field blank. If you filtered to send your original e-mail and now want to regular mail everyone else, you should check the box to Search incrementa...
You want to be using the Search feature rather than Filter for this task. From the Contact screen select the Search button. In the "Field to Search" field, click on the drop down menu and scroll down to select Title (full). Be sure to scroll a...


 


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