View Customer Card List by Designation

NationalTS
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Cover User
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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 to "Individual".

 

Any help would be very appreciated.

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Steven_M
MYOB Moderator
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MYOB Moderator
New Zealand
MYOB Moderator

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Re: View Customer Card List by Designation

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:

Attachment.PNG

 

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.

Kind regards,
Steven

MYOB Community Support

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NationalTS
8 Posts
Cover User
Australia
Cover User

8Posts

4Kudos

0Solutions

Re: View Customer Card List by Designation

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

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