Using Filters on Customer List

brinkerdana · August 09, 2010, 11:40:55 AM

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?

Ian Blundell · August 09, 2010, 12:09:51 PM

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..

brinkerdana · August 09, 2010, 12:15:00 PM

Great! Thanks, Ian.

mblack · August 09, 2010, 01:38:08 PM

Hey Ian, you were being asked for on the other groups today.

Jan Regnier · August 09, 2010, 02:45:50 PM

Sometimes people don't /or forget to update the Customer Detail screen to change the Code.

brinkerdana · August 09, 2010, 05:04:33 PM

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.

Charlie Charbonneau · August 10, 2010, 10:50:49 AM

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...

Jan Regnier · August 10, 2010, 11:51:12 AM

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...

Charlie Charbonneau · 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...

brinkerdana · August 10, 2010, 12:04:37 PM

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.

Jan Regnier · August 10, 2010, 01:51:04 PM

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!