Good afternoon all,
Apologies if this has been covered already. Does anyone know if it’s possible to filter by clients without a particular label?
At the moment we are going through a massive housekeeping process, checking client details against our other databases, updating meeting, postal addresses etc. I’ve added a label to mark off when a client has been completed- I’m working through them when their annual reviews are falling due (the upcoming review tab is a great help for this!), but if I need to do any other changes I’ll do the housekeeping process at this stage.
Down the track, it will be helpful if I could request to filter by those clients who don’t have the “Housekeeping Completed” label. And I’m sure their would be other areas this feature would come in handy down the track as we use labels more and more within our practice.
Secondary side question re labels, is there anywhere within the client record we can see labels other than on the main company search screen?