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

      Basic Account Filters


      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:



      Was this article helpful?

      Changing your password will log you out immediately. Use the new password to log back in.
      First name must have atleast 2 characters. Numbers and special characters are not allowed.
      Last name must have atleast 1 characters. Numbers and special characters are not allowed.
      Enter a valid email
      Enter a valid password
      Your profile has been successfully updated.
      ESC

      Eddy AI, facilitating knowledge discovery through conversational intelligence