list client profiles by date added.

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Dr. Max Levin

• July 28, 2022 22:02

i am trying to sort clients ba date added in order to add new clients to a marketing list.  is there any way to sort client lists by date entered. for example: i havent added clients to my mailer since last august and would like to sort a list of only clients added since august 2021.  but id rather not have to go back through my calendar date by date for a year. i can only find client sorting my first or last name.  not helpful.  are there more sort preferences?

 

 

 

 

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  Sara

  • August 02, 2022 17:55

  Hi Max,

  Currently there is not a way to do this. I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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