How To Hide Closed Accounts

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COBS Tech Support
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How To Hide Closed Accounts

Post by COBS Tech Support »

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:

Image

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.
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