You can create a filter for current clients emails using the filters below.
β
βCurrent Clients with no Email address - (EMail@Clients = "") And (Type@Clients = 1)
Current Clients with an Email address - (EMail@Clients <> "") And (Type@Clients = 1)
Log in to Practice Manager Contact.
Go to the Reports menu.
Select Filters, New, give it a Name and Type = Client, copy and paste the relevant expression into the Expression box.
Then click Save.
