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jenshugrue
Level 1
03-10-2023
11:21 AM
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Anyone know if there is a function to identify new clients added in the current year? Would be helpful to track growth. Thanks!
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joshuabarksatlc
Level 10
03-10-2023
11:44 AM
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Have you used up all 20 statuses?
If not, can you not set up a "NFinal" to differentiate one that would normally be Status "Final", for a client that's New, for example?
I come here for kudos and IRonMaN's jokes.
pamdory
Level 8
03-10-2023
12:15 PM
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If you haven't already used it for something else, there is a field in the Client Information screen>Misc Info called Custom Filter. You could enter the year the client started with you there. Then add a column in Option>Display. Then you can just click on the header for that column to sort by year.
