Client Listing by Referral Source

Updated April 14, 2025 18:45

The field is not available as a sort option in the Client Listing. Since the field is a User-defined field under Additional Client Information, it cannot be used as a sort order. Your best option is to print your Client Listing with Referral Source Report to an Excel spreadsheet and sort it in there.

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Client Listing by Referral Source

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