Finding - Summary Customers Form - By Last Four Digits of Phone

  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 Phone column.

  3. In the Filter For box, type in the asterisk (*) followed by the last four digits of a customer’s phone number, then press Enter.  (For example, if the last four digits of the phone number were “2345”, then you would type in “*2345”.

  4. The list of customers should now be filtered down to all those that have “2345” as the last four digits in their phone number.

 

ID: L1045