Filter Customers List

Select specific criteria to filter the Customers list.

Filter Setup

Use the following steps to set up a filter.

1. Form Home Base, click Clients & Files.
2. Select Customers from the dropdown menu.
3. Click Options on the menubar and select Customer Filter > Filter Setup.
4. On the Customer Filter screen, select one or any combination of these filtering options:
   • Available Class Codes: Double click a code, or select a code and use the arrows to move it to the Selected Class Codes frame.
   • CSR: Double click inside the field to select a customer service representative.
   • Producer: Double click inside the field to select a producer.
5. Click OK to save your filter settings. Only customers who match the criteria you entered will display in the list.

To clear your filter options without saving them, click Reset.

To close the screen without saving your changes, click Cancel.

Use Filter

1. To use the filter, from Home Base, click Clients & Files.
2. Select Customers from the dropdown menu.
3. Click Options on the menubar and select Customer Filter > Use Filter.

When the filter is in use, a checkmark displays next to the menu item Use Filter.

To turn the filter off, from the Customer List, click Options > Customer Filter and deselect Use Filter.