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

      Basic Account Filters

      • Updated on 14 Mar 2024
      • 1 Minute to read
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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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