Finding - Summary of Customers Form - By Contact First Name  

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

2. Right-click on any record in the Contact column.

3. In the Filter For box, type in the first name of “CustomerABC’s” primary contact followed by the asterisk (*), then press Enter.  (For example, if the first name was “John”, you would type in “John*”.)

4. The list of customers should now be filtered down to all those that have a contact first name similar to the one you typed in.

ID: L1040