Preferred Program Report

Use the quick filters in the Contact List to find out which contacts have been included in your Preferred Program, who hasn't been added, and anyone that has information that has changed.

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

On Preferred Program

Follow the steps below to filter and show contacts that already have a PC Program date.

1. From the contact list toolbar click, then select Filter.
2. From the Preferred Program drop-down, select Yes.
3. The filtered contacts can be added to a custom list (see below) or to print, from the contact list toolbar, click and select Print (or see Print Labels).
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Not on Preferred Program

Follow the steps below to filter and show contacts that do not have a PC Program date set in their profile.

1. From the contact list toolbar click, then select Filter.
2. From the Preferred Program drop-down, select No.
3. The filtered contacts can be added to a custom list (see below) or to print, from the contact list toolbar, click and select Print (or see Print Labels).
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Info Last Changed (to include New Contacts)

Follow the steps below to filter and include all contacts (with or without a PC Program date) and include those with changes made to their address, phone numbers, email address, and new contacts added within a specific timeframe.

1. From the contact list toolbar click, then select Filter.
2. From the Preferred Program drop-down, select All (or Yes for those that already have a date set in the PC Program field, or No for those that do not have a date set in the PC Program field).
3. From the Info Last Changed drop-down, select Between.
4. Enter a range within the two date fields, then click .
5. The filtered contacts can be added to a custom list (see below) or to print, from the contact list toolbar, click and select Print (or see Print Labels).
6. From the print preview form, click to print, or click to export and save as another file type such as PDF.
7. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Preferred Program
• Search, Sort, & Filter Contacts
• Create a Custom List