Filter contacts by Account Balance or Credit Balance to display customers based on the balance or credit amount on their account in the Contacts list.
Contacts with an Account Balance are displayed in red, and those with a Credit Balance are displayed in green.
Tip: To add or remove any additional fields to 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 Account Status filter, select either Account Balance or Credit Balance and enter an amount in the field to display the applicable contacts.
- Click the X to close the Account Status pop-up and apply the filter.
- 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.
