Is this something I can do as part of a filter? If a certain type of letter had been sent to the client, I would not want that client to appear on the user-defined report. Alternatively, I could add a new custom database field but I wanted to know whether my need could be taken care of by putting a certain note in the Notes field and filtering based on the existence of that value. I could also add it to Notes and filter in Excel, but would like to take care of it in Time Slips if possible.
↧