Filtering / Printing / Editing

Filters

• Add or Edit a Filter
• Creating a Filter
• Where Did My Filters Go?
• COVID-19 Lead Nurturing-How to Turn Unsold Leads into Future Installations!
• COVID-19 Leverage Your Past Customers
• Filtering Operators

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Views

• Create a View
• Creating Custom Fields for Views
• Tab View and Panel View
• Views on the Upper-Level Tabs

Printing Print Files

• Quick Print
• Adding Cegid Peoplenet ClickOnce Launcher (formally Meta4) / Breez Browser Extension and Print File Manager
• Editing and Printing Print Files
• How to Print Notes
• Print Wizard
• Quick Print Configuration

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Editing Print Files

• Add Or Current Resident to a Postcard
• Edit Print File "Package Not Found Error"
• Editing a Letter File
• Editing a Letter File
• Frozen Word Document
• How to Delete a Blank Page in Word