To create a Customer Saved Search that lists all Customers not tied up to a specific Category, user must perform these steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Customer as the Search Type.
3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:
*Category = - None -
Results tab > Columns sub tab:
Add needed fields including the following:
4. Save & Run.
The search results may be used if a mass update or csv import is needed to bulk update Category information on Customer records.