Finding clients with customized purchase options

You can find and view all your clients who have customized purchase options using the client list.

To find clients with customized purchase options:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Clients. You can filter the list by entering Clients into the Search field.
  4. Next to Applied Filters, clear any applied filters by clicking the Remove filter button The remove button.
  5. Click the Advanced Filter button and select Edited Purchase Options.
  6. Under Edited Purchase Options, clear the checkboxes and select Yes.
  7. Click APPLY FILTER.
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