George4Tacks
Level 15
01-14-2025
12:05 PM
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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.
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!