Sort By New Client

[jenshugrue]

Anyone know if there is a function to identify new clients added in the current year?  Would be helpful to track growth.  Thanks!

[joshuabarksatlcs]

Have you used up all 20 statuses?

If not, can you not set up a "NFinal" to differentiate one that would normally be Status "Final", for a client that's New, for example?

[pamdory]

If you haven't already used it for something else, there is a field in the Client Information screen>Misc Info called Custom Filter.  You could enter the year the client started with you there.  Then add a column in Option>Display. Then you can just click on the header for that column to sort by year.