If you use the same filters often, for example "club members with a birthday this month", save them as a search on the Customers screen (WithWine's CRM).
Before you start
Saved searches are private. Only the staff member who saves a search can see it.
How to save a search
Click Customers in the left-hand menu.
Click Filters and choose the filters you want. See "How to find customers using filters".
In the bar above the list, click Save this search.
In Search Description, type a name you'll recognise, for example "Birthdays this month".
Click Save.
What happens next
Your saved search appears in the left-hand menu, under Customers. Click it to open the Customers screen with those filters applied. The list is worked out again each time, so new customers who match are included.
How to delete a saved search
In the left-hand menu, find the saved search under Customers.
Click the × next to it.