Active customers list
Would love to be able to view active customer separate for active contacts. Since these are the contacts I am working with the most being able to set it as a default view would be great too. Thanks
2
votes
Anonymous
shared this idea
Hi all,
An option to filter active customers is now available using custom views. Find the ‘+New Custom View’ option by clicking on the drop down arrow next to ‘All Contacts’ view and set the criteria to ‘When Status is Active’.
Regards,
Zoho Books Team.
-
Anne V. commented
I agree. But if you select Customers or Vendors, it shows active contacts. My issue is that Inactive Customers and Inactive Vendors are just all lumped together into one category. It would be nice to view JUST inactive customers or JUST inactive vendors.