Identifiers

Contact management > Grouping your contacts > 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 organisations. 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 Customisation 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

▪	Grouping your contacts

▪	Custom lists

Top of page