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Searching by Client Association with Activities
Searching by Client Association with Activities
Updated over a month ago
  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

  2. Module, Status and Communication: select status(es) and option(s) to include

  3. Click the [Add Search Criteria] button

  4. Search Type: Select “Client Activities”

  5. Select the desired Match Type from the drop-down list:

    • Client is associated with activities

    • Client is not associated with activities

  6. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search

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