How to Filter "Bad Credit" Customers

• Sometimes it will be necessary to report on or contact customers with bad credit. 
• FCS allows you to "flag" customers as "Bad Credit History". 
• Once a customer is flagged you can filter all customers with bad credit; just follow these few simple steps to obtain all customers flagged with bad credit within FCS.

Step 1:

• When you click on the "Contacts" icon in FCS, you will see a filter on the left side of the page indicated by the black arrow below:

Step 2:

• Click on the filter to open the filter options. 
• Make sure "Company" is selected in the pull-down menu and ensure the "only show results flagged with bad credit" is selected and highlighted blue. 
• Once both are selected click on "filter".

Step 3:

• The filtered page will show how many customers you have flagged as bad credit and list all companies. 
• Once you have successfully filtered your customers with a bad credit history, you can use the tools to export the data, create a mass activity, map, print or email.  

Congratulations!  You have successfully filtered your customers flagged with a bad credit history.