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Avalara Help Center

How do I view a list of customers that do not have a certificate in CertCapture?

Overview

I need a list of customers that do not have certificates in CertCapture.

Environment

Avalara CertCapture

Resolution

  • To create a list, please perform a blanket customers search, selecting the criteria of 'Do not have a certificate' in the 'Has Certificate?' of the heading 'Certificate Criteria'
    • Do not enter in a customer name/number
  • Click Get Search Results