Contacts can be filtered to only show those with an Account Balance (red) or Credit Balance (green) greater than a specified threshold amount entered.
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 click, then select Filter.
- Click inside the Account Status field and select either Account Balance or Credit Balance.
- Enter the dollar amount a contact must have (or higher) to be displayed in the field to the right of the respective field selected from the previous step.
- Click the X to close the Account Status pop-up and apply the filter.
- 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).
- From the print preview form, click to print, or click to export and save as another file type such as PDF.
- When finished, to clear any filters that may be set, click , then select Clear Filter.