"Preferred Send Method" as a filter
I am trying to print a list of Customers who are marked for "Preferred Send Method" as email. Is it possible to add this filter or is there a report that would show this information?
I am trying to print a list of Customers who are marked for "Preferred Send Method" as email. Is it possible to add this filter or is there a report that would show this information?
good luck with this one. i have asked about this many times. i ended up creating a customized field and duplicating the information. lots of work, but at least i could pull out the information i needed.
Thanks for the tip Chobbs. I was able to use the custom field and now can filter in my customer reports. Hope the PSM field gets added in a later version of QuickBooks.