Client Listing

The Client Listing provides a detail or summary list of Clients on file.  It includes options to restrict the list to those Clients with open Matters or with no open Matters and allows you to filter the list by the date the Client was opened.

    
SORT ORDERS
Originating ID, Client Code
Originating Name, Client Code
Originating ID, Client Name
Originating Name, Client Code
Originating ID, Client FileAs (Last Name)
Originating Name, Client FileAs (Last Name)
Client Code, Originating ID
Client Code, Originating Name
Client Name, Originating ID
Client Name, Originating Name
Client FileAs, Originating ID
Client FileAs, Originating Name

 
OPTIONS
One Originating or All
Detail or Summary Report
All Clients, Only Clients with Open Matters or Only Clients with No Open Matters
Clients Opened Date Range
New Page on Group Change


OTHER OBJECTS AVAILABLE FOR REPORT
Client Additional Info Fields
Primary Address
Client Opened Date