Basic Account Filters
  • 14 Mar 2024
  • 1 Minute to read
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Basic Account Filters

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Article summary

Association Maint. screen:

  •  Ass Code Prompt:
  • Do not have this Ass Code Prompt

Address Maintenance:

1. City Prompt filtered on Accounts and Addresses : 

2. Zip Prompt on accounts and Addresses

3. Accounts without default addresses: 


For Manage Duplicates Screen:

  • New accounts entered since this date prompt:

Reservation Maint:

  • Occasion Prompt

Contact Log Maint:

  • Contact Log Type Prompt: filtered on Accounts and Contact log
  • Contact Log Type and Date Prompt: filtered Accounts and Contact log
  • Contact Log Date Prompt filtered on accounts and contact log:



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