George4Tacks
Level 15

Screen 1 Miscellaneous Info has an otherwise unused Custom Filter.  You could use this for that purpose. e.g. Enter IPIN in that input, then create a custom Filter in the left column by doing what I have in the image.

IPIN.jpg

You might be able to use this same approach to create a report.  What I am showing just gives you those clients filtered on your client screen.

 


Answers are easy. Questions are hard!