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  1. Click on Relationships then click Cards
  2. Locate the Filter button on the ribbon line, select the required filter from the drop-down list
  3. Card Filter list view changes to display only orders that meet the filter criteria

Reference

Filter CriteriaPop-up Explanation
All Current Cards 
Current CustomersCards that are ticked Is Customer are filtered
Current SuppliersCards that are ticked Is Supplier are filtered
Others 
All CardsThe system will display a list of all Cards irrespective of the status that is set on that Card

 

 

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