Finding - Summary of Customers Form - All In City of Irvine

  1. From the Contacts menu, choose Summary of Customers & Prospects to open the Summary of Customers & Prospects form.  (Shortcut Key:  Shift+F3)

  2. Find a record that has “Irvine” in the city column.

  3. Right-click on the word “Irvine”, and choose Filter By Selection.

  4. The list of customers should now be filtered down to all those that have “Irvine” listed as their city.

 

ID: L1043