SEARCH FOR CUSTOMERS BY REGION

Contents

    Custom Searches
    List Customers in a number of states.

    Go To Customers > Reports > Customers > Lists
    Check: Custom Search
    Select the report
    Click: OK
    Enter Search Parameters as Follows:

    FIELD MODE VALUE/CALCULATION


    1 CSTATE = CA <- Enter State #1
    2 CSTATE = OR <- Enter State #2
    3 CSTATE = WA <- Enter State #3

    You can enter as many States as you want.

    There is an implied “OR” between each line with the same field.

    Updated on October 23, 2026