Friday, February 22, 2019

Create a search to show only either Individual Type of customers or Company Type only

To create a search to show only a specific type of customer (Company or Individual only), follow the steps below:


1.      Navigate to Reports > Saved Searches > All Saved Searches > New

2.      On the New Saved Search page, select Customer

3.      Under Criteria tab, Standard subtab add the ''Is Individual'' field as a filter

4.      On the pop-up window, do the following:
Select "Yes" if you only want to see customers with Type = Individual
Select "No" if you only want to see customers with Type = Company

5.      Rename the search

6.      Save

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