 obumom
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| Joined: 18 Sep 2006 |
| Total Posts: 2 |
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Client Categories
Posted: 18 Sep 2006 04:48 PM |
| At the bottom of each client file page, there is a button called "categories". We have created some specific catergories here. For example, we have noted clients that we think might be good testimonies for our banquet. How do we search for these to pull up a list? |
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Re: Client Categories
Posted: 18 Sep 2006 04:52 PM |
Hi,
To get a list of clients that have been assigned into a certain category you will run the "Client Files" report (go to Client Management/Reports to access this). On the report options page you will see a filter called "Category" and a drop down list showing the catgories that you have set-up. Just select the category that you'd like to get a listing of and hit run report.
Hope this helps!
Sarah Miller |
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: Client Categories
Posted: 18 Sep 2006 05:05 PM |
| Noting client testimonies is a GREAT idea! |
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