Filter contacts by Favored status to display customers based on the option set in their contact profile in the Contacts list.
See Set a Contact Profile as Favored to enable the Favored setting before proceeding.
Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar, select the filter button
then choose Filter. - From the Favored Contact drop-down, select All, Yes (to view profiles set as Favored), or No (only view profiles not set as Favored).
- The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button
then choose Print (or see Print Labels to print in a label format).
- 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. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
