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Practice Manager Contact - Email filter for Current Clients in Practice Manager Contact

Updated over a month ago

You can create a filter for current clients emails using the filters below.
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​Current Clients with no Email address - (EMail@Clients = "") And (Type@Clients = 1)
Current Clients with an Email address - (EMail@Clients <> "") And (Type@Clients = 1)

  1. Log in to Practice Manager Contact.

  2. Go to the Reports menu.

  3. Select Filters, New, give it a Name and Type = Client, copy and paste the relevant expression into the Expression box.

  4. Then click Save.

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