Generate Client List in reports
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Simone Butun
It would be helpful to be able to generate a client list in reports e.g. based on whether they are current or not and perhaps other parameters. For example, if i want to send an email to only current clients, it would be helpful to generate a list which excludes 'closed' clients. OR for management of the clinic's practitioners, it would be helpful to be able to generate a list of that practitioner's current client list etc etc...)
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C
Colin Longworth
I agree with Simone, just been archiving files and would be good to be able to generate a report detailing; a.) Date last seen and; b.) Both first and Family names (separately, i.e. not in the same field), so the list can be created, based on Family name, (so much easier to find files that way). Perhaps with a sorting option based on date last seen, (including CURRENT or CLOSED status) and or Family name.