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jenshugrue
Level 2
March 10, 2023
Question

Sort By New Client

  • March 10, 2023
  • 2 replies
  • 6 views

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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2 replies

joshuabarksatlcs
joshuabarksatlcs
Level 9
March 10, 2023

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.
P
PamC
Level 6
March 10, 2023

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.

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