How To Hide Closed Accounts
Posted: Sat Aug 07, 2021 4:55 pm
Applies To: Version 13 or above. Corporate Edition
To exclude closed accounts from your customer list, do the following:
1. Open the Customers area.
2. Right click on the customer list and select Manage Queries.
3. Press New
4. When prompted for the Query Name enter: Exclude Closed Accounts and press OK.
5. Define your query as follows:
6. Press Apply.
7. Press Save.
Note: Be careful to ensure that both 'Public' and 'Default' are ticked.
To remove the query and view your closed accounts again:
1. Open the Customers area.
2. Right click on the customer list and select Clear Query.
To exclude closed accounts from your customer list, do the following:
1. Open the Customers area.
2. Right click on the customer list and select Manage Queries.
3. Press New
4. When prompted for the Query Name enter: Exclude Closed Accounts and press OK.
5. Define your query as follows:
6. Press Apply.
7. Press Save.
Note: Be careful to ensure that both 'Public' and 'Default' are ticked.
To remove the query and view your closed accounts again:
1. Open the Customers area.
2. Right click on the customer list and select Clear Query.