The Preferred Program report lists contacts based on their Preferred Program status and highlights contacts with recent profile changes, with options to filter, print, or export the results.
Tip: To add or remove additional profile fields to the Contact List, see Customize the Contact List before proceeding with the steps below.
Steps:
From the contact list toolbar, select the filter button
then choose Filter.
Begin by deciding which contacts to include from the Preferred Program filter drop-down. Options include All (by default, includes all active contacts), Yes (includes those with a date saved in the PC Program field in their contact profile), or No (excludes contacts with a date saved in the PC Program field in their contact profile).
Choose whether to apply additional filters, such as Info Last Changed and Last Invoice date.
Additional Filter Options:
- Last Invoice: When applied, this filter includes only those with an invoice date within the specified date range.
- Info Last Changed: When applied, this filter includes both existing contacts with profile information that has changed and new contact profiles created within the specified date range.
After applying the applicable filters, from the contact list toolbar, select the print
then choose Print. Or, to print labels, select Mailing Labels.
In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. If you would like to save the list of contacts in the List Builder for future use, see Create a Custom Contact List. Otherwise, when finished, from the toolbar, select the filter button then choose Clear Filter.
