To filter a report to show clients who have a specific note, follow these steps:
- Click Reports at the top of the screen.
- Select Customers on the left side of the screen.
- Click Advanced Filters.
- Enter the note under the Customer Note field.
- Click Run Report to see clients who have that note attached to their profile.
- Export the report to an Excel sheet or PDF and/or print a physical copy.
1. Click Reports at the top of the screen.
2. Click Customers.
3. Click Advanced Filters.
4. Enter the note under the Customer Note field.
5. Click Run Report.
6. You can see all the customers who have the note attached to their profile.
7. Click Export to export the report to an Excel or PDF. Click Print to get a physical copy.