typing in You could then compare the phone number to the caller to determine which Bob it may “Bob”. be. Tip #4 Customer and Vendor List Tricks - Practice in Core Training – 1 Change the – “View” At the top of the list you can change the display all vendors, active vendors, or just vendors “view “to with balances. Same with Customers. 2 Search the customer or vendor list with the field for a certain name – “Find” For instance, a contact name like or part of a name like “Bob” “oil” 3 Filter the transactions that appear – Next to you can filter the view by Transaction type, and the Filter By even further, like Bills, “Show” Overdue bills. You can also filter the transactions shown by date.
typing in “Bob”. You could then compare the phone number to the caller to determine which Bob it may be. Tip #4 – Customer and Vendor List Tricks - Practice in Core Training 1 – Change the “View” At the top of the list you can change the “view “to display all vendors, active vendors, or just vendors with balances. Same with Customers. 2 – Search the customer or vendor list with the “Find” field for a certain name For instance, a contact name like “Bob” or part of a name like “oil” 3 – Filter the transactions that appear Next to “Show” you can filter the view by Transaction type, and the Filter By even further, like Bills, Overdue bills. You can also filter the transactions shown by date.