Data Mining - Form - Client Type

To access this screen:

Go to Launch | Data Mining in the Staff Control Panel.

Then select Form and select Client Type from the drop-down list.

This allows a search based on the type of client (for example Ltd companies and Sole Traders only).

It is also possible to search on a client status whether they are clients or non-clients. To be a client the client will have to be used in at least one of the products.

For a full list of Forms click here.

Ex-Client

Selecting Ex-Client will display list of clients that are terminated from the practice.

For Selecting Ex-client user will have to select Registered and/or Unregistered clients.