How can I pull active, inactive, and recently closed lists of clients from SP?
Is is possible to pull different lists from SP? I know we can export all of the client data, but what about specific lists? What if I want to pull only our active clients? Or only our recently closed clients? Or only our inactive clients?
-obviously fake clients (Jane & John Doe) and clinician. But the "clients" button next to the search bar appears grey, until you click on it and can see that it's a link/active dropdown menu (then it turns BLUE). The list of "Inactive clients" will be pulled up. You should be able to reference or print them from there.
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