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AccountRight

Filter customer cards by company designation

Cover User

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1 Post
Cover User
Australia
New
New

We need to create a list of our customers designated as "company" as opposed to the others designated as "individual". I can't seem to find a way to do this without manually setting an identifier or adding each card to a custom list one by one. With over 5,000 cards this wouldn't be feasible.

 

Thanks!

1 Comment
Valued Partner JeffreyStephens
110 Posts
Valued Partner

Hi RooBoys

 

You can export the cards to a taxt file 

File > Import/Export Assistant > Export > Next > Cards > Customer Cards...

and then open in Excel

 

While there is no Designation field as such, you can then filter out all records with a First Name not equal to blank

If you then need to filter the list in MYOB, Copy and paste an identifier to each record and import them back in

 

Jeff