Run a Smart Lists search

Run a Smart Lists search across your contacts using one of the searches already set up for you, or customise your own search from scratch.

Which searches are already set up?

  • Customers who have bought an inventory item.
  • Customers who have had sales invoices outstanding for more than 30 days.
  • Customers who have had sales invoices overdue for more than 7 days.
  • Customers who have paid you in the last year.

Run these searches as they are, or use as a starting point to create a search.

What other types of searches can I run?

  • Customers who are based in a particular location.
  • Customers who aren't part of a contact group.

Run a search already set up

  1. Go to Contacts, then click All Contacts.
  2. Under Smart Lists, choose one of the searches to run.

    An image of the Contacts screen and a default Smart Lists search being selected.

  3. (Optional) Select, change or add conditions, then click Run Search.
  4. (Optional) Save as a new search, or update the existing default search.

Customise a search from scratch

  1. Go to Contacts, then click All Contacts.
  2. Next to Smart Lists, click New.

    Image of 'New' link.

  3. Choose if your customer search applies to All or Any of the conditions that you will add.
  4. Click Add a condition, then select or enter the conditions to build your search.
  5. Click Run Search.
  6. (Optional) Save your search.

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