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View all clients with edited Purchase Options
View all clients with edited Purchase Options
Updated yesterday

You can filter the client list to view all your clients who have edited Purchase Options.

To view all clients with edited Purchase Options, follow these steps:

  1. Click the App Drawer button then click View All > Clients.

  2. On the All Clients page, click Filter.

  3. In the filter options, click the Edited Purchase Options tab.

  4. Clear the Select All checkbox.

  5. Select the Yes checkbox.

  6. Click Apply.

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