How can I pull active, inactive, and recently closed lists of clients from SP?

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Heidi Vanderwerff

• January 25, 2023 14:40

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?

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  Trinidy Bowers

  • March 06, 2023 17:09

  This is a great question that I would like to utilize also. Any answers?

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  Heather Gauntt

  • March 27, 2023 18:42

  

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  Heather Gauntt

  • March 27, 2023 18:43

  -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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