Forum Discussion

NationalTS's avatar
NationalTS
Contributing Cover User
5 years ago
Solved

View Customer Card List by Designation

Hi Community Users,   Is there a way I can view my customer card list by designation? I want to be able to see (within MYOB not from a report) a list of my customers that are a "Company" as opposed...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi NationalTS 

     

    The Card List doesn't differentiate between designations when it comes to viewing. As such, there would not be a direct way to do it.

     

    One method that you could do that would be to filter the cards that contain a comma to show the individual cards and doesn't contain a comma for company cards.

     

    For example, the filter editor for individuals would be:

     

    The above would work as all individual cards would have a comma included in the name. It should be noted if you are using this method, and had a company with a comma in their name this would also appear.

     

    The other option would be to mark the cards with an identifier or a custom listy entry before adding that column to the Card list window then using that field/record to filter the cards.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi NationalTS 

 

The Card List doesn't differentiate between designations when it comes to viewing. As such, there would not be a direct way to do it.

 

One method that you could do that would be to filter the cards that contain a comma to show the individual cards and doesn't contain a comma for company cards.

 

For example, the filter editor for individuals would be:

 

The above would work as all individual cards would have a comma included in the name. It should be noted if you are using this method, and had a company with a comma in their name this would also appear.

 

The other option would be to mark the cards with an identifier or a custom listy entry before adding that column to the Card list window then using that field/record to filter the cards.

  • NationalTS's avatar
    NationalTS
    Contributing Cover User
    5 years ago

    Steven_M  This is a really good work around - thank you for that. Very much appreciated :-)

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