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Practice Manager Contact - How do I generate an email filter for Current Clients?

Updated over 3 weeks ago

You can create the below filters as needed:
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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. Go to the Reports menu

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

If you require an email report, please review the article How to create a client email report

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