Contact management > Grouping your contacts > Identifiers
Identifiers
Identifiers are one‑letter labels you can assign to cards.
When you create reports or view card lists, you can limit the information to a particular group of cards by specifying the identifiers that you’ve assigned to those cards.
For example, say you want to be able to identify all clients who are not-for-profit organizations. You could assign them identifier N and when printing sales reports you can choose to filter the report to show only customers who have that identifier.
You can also assign multiple identifiers to a card. For example, say you assign O to your overseas customers and W to your wholesale customers. If you have overseas wholesale customers you can assign them the OW identifiers. You can then filter a report to only show your overseas wholesale customers by specifying the OW identifiers in the Report Customization window.
To define identifiers
1
Go to the Lists menu and choose Identifiers. The Identifiers window appears. It provides a field for each of the 26 letters of the alphabet.
2
Enter a description for as many identifiers as you want and click OK.
To assign identifiers to a card
1
Go to the Card File command centre and click Cards List. The Cards List window appears.
2
Click the zoom arrow next to the card you want to edit. The Card Information window appears.
3
Click the Card Details tab.
4
Click Identifiers. The Select Identifiers window appears.
5
Click next to the identifiers you want to assign to the card.
6
Click OK.
Related topics
■
Grouping your contacts
■
Custom lists

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