To create a filter to show clients with email addresses allocated to a specific partner, see the steps below using the example MARK:
All Clients allocated to Partner MARK:
(PartnerRef@Clients = "MARK")
Clients allocated to Partner MARK only if there is an Email Address listed:
(PartnerRef@Clients = "MARK") And (EMail@Clients <> "")
Note: You can copy and paste these filters into your instance, but remember to substitute he Partner name to suit your requirements.
To create the filter:
Log in to HandiTax
Click on Reports, Clients, Clients List Abbreviated.
Click New.
Give the report a name and copy the required filter (above) into the Expression box.
Make necessary modifications to the references to the partner name i.e. JOHN and then click Save, Select, OK.
Review the report for accuracy.
You can add additional partners using Or after the first partner.
Example:
(PartnerRef@Clients = "MARK") Or (PartnerRef@Clients = "MARK1")
Example 2:
(PartnerRef@Clients = "MARK") And (EMail@Clients <> "") Or (PartnerRef@Clients = "MARK1") And (EMail@Clients <> "")