Filtering, Editing and Printing

You’ll learn how to formulate standard and advanced filtering for better searching, viewing, printing and exporting of data.


Get all the details to master the filtering functionality.


Create specific views for quick overviews of your data.

Editing Print Files

Discover how to create new or edit existing print documents like forms, lists, mailers and more.

Printing Print Files

Learn how to print any document or mailer.

The Upper-Level (Blue) Tabs

Get all the details about the activities, sales, production, and service tabs.

Exporting Your Data

You’ll find out how to push data from the upper level tabs or by creating customer filters to other programs.

Search & Tag

Discover how to “tag” specific records for unique filtering.