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!
"Filter customer cards by company designation"
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
