Client List ... "Report Format options" ...Include "last Session Date."
When developing a list of client folders to move from active to inactive status, it could be helpful to have a client list which included each clients' last session date. This could be done in "Client Reports" ... "Client List" ... "Report Format Options", add option "Last Session Date." which could generate a list of names followed by the date of their last session.
Maybe there is a way to do this already which I have not found. (?)
4
votes
RRDC.LLC
shared this idea
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Anonymous
commented
This can easily be done by sorting your client list on this column