Using Filters on Customer List

Started by brinkerdana, August 09, 2010, 11:40:55 AM

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brinkerdana

I've been trying to filter out all those customers coded IN for Inactive, but each time I set it up, I still see the inactive accounts.  What am I doing wrong?
Dana Brinkerhoff
Retired

Ian Blundell

To exclude the IN accounts, in Filter Setup you need to move all codes to the right and then move just IN back to the left.  Then, under Options -  Customer Filter, you need the checkmark against Use Filter, just click on Use Filter to toggle it on or off..
Ian Blundell
BHB Insurance
35 users, TAM 10.7, Fax@vantage 7.2

brinkerdana

Dana Brinkerhoff
Retired

mblack

Hey Ian, you were being asked for on the other groups today.
Margaret Black
mblack@ambins.com
Allan M Block Agency, Tarrytown, NY
ASCnet PAC - Customer / LEAD - Nominations
TAM 12.5.3 25 users, W2008 Server, Office 2007, Exchange, @vantage 9.0, Ezlynx Rating

Jan Regnier

Sometimes people don't /or forget to update the Customer Detail screen to change the Code.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

brinkerdana

Now that I've got the filter working, I spent some time going to each remaining account and recoding those that needed it.

Clean-up, one step at a time.

Looking forward to the SFUGAS meeting next week on system clean-up.  Should be a good one.
Dana Brinkerhoff
Retired

Charlie Charbonneau

Dana,

Wait till you get the frantic call from the user that can't find an account that they HAVE to work on, but it's just not THERE!!!!  Make sure to check the filter setups (turn it of) Most likely it was coded wrong.  Usually here, for some reason they forget to put themselves in as the CSR but have the filter set to show items they are the CSR on... It's load of fun... really it is...  >:(
Charlie Charbonneau
GBMB Insurance
San Antonio TX.

EPIC 2022, CSR24, Windows 2012 Hyper-V & 2016, Win10/11 Pro Stations, Sophos Anti-Virus.
.                .                 ..              ...

Jan Regnier

Everyone needs to know you can turn the filter OFF as easily as you can turn it ON.  I use it 100% of the time...I don't want to see dead files! 

From CUSTOMER list screen:
OPTIONS/CUSTOMER FILTER/USE FILTER - check mark - ON, no check mark - OFF...
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Charlie Charbonneau

They do know Jan, they know... for some reason it's always easier to call me at the first sign of trouble...  ???  ::)
Charlie Charbonneau
GBMB Insurance
San Antonio TX.

EPIC 2022, CSR24, Windows 2012 Hyper-V & 2016, Win10/11 Pro Stations, Sophos Anti-Virus.
.                .                 ..              ...

brinkerdana

Lucky for me, there are only two of us.  It's easy to say, Did you try turning off your filter? 

Of course, I now have the fun job of getting the owner to log in and USE the system.   
Dana Brinkerhoff
Retired

Jan Regnier

Quote from: Charlie Charbonneau on August 10, 2010, 11:54:17 AM
They do know Jan, they know... for some reason it's always easier to call me at the first sign of trouble...  ???  ::)

Charlie - I really wasn't directing that comment in your direction...I was just commenting in general - sometimes people just don't look far enough to find the easy answer!
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio