Filter Contacts by Account Status

Contacts can be filtered to only show those with an Account Balance (red) or Credit Balance (green) greater than a specified threshold amount entered. There are several actions that can then be performed: print the filtered contacts as a report or labels, save the group as a custom list, send an email, or create an individual contact log entry or identical multiple entries.

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

1. From the contact list toolbar, click then select Filter.
2. Click inside the Account Status field and select either Account Balance or Credit Balance.
3. 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.
4. Click the X to close the Account Status pop-up and apply the filter.
5. The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click  and select Print (or see Print Labels to print in a label format).
6. From the print preview form, click to print, or if using a mobile device, click to export and download 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:

• Clear an Incorrect Account Balance
• Clear Multiple Account Balances
• Send Direct Payment Link in an Email
• Posting Payments
• Payment History Report