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AVImark Forum::Shared Information Searches::Notes Attached to Client Area

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Notes Attached to Client Area

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Subject :Notes Attached to Client Area.. 11-01-2011 02:41:56

Information Search Ideas

Advanced User

Joined: 10-11-2010 09:14:32
Posts: 72
Location:

This search will show all clients who have a note attached to the client area.

search [Client] code 'M$LDR311' name 'Clients who have client notes'
category 'MSS Searches' (
[Client-Notes-Text] is not blank and
[Client-Codes] does not contain 'i'
) report (
[Client-Account],
[Client-Full Name],
[Client-Notes-Text] caption 'Client Notes'
) sort by (1 ascending)

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