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Client-Matter List With Contacts
Access
Client List Report Filter
Checkmark the checkbox option to include contact information – employee/employer, parties represented and other parties – found on the pre-select tab.
Uncheck all report attributes in the details tab as needed. Press on the additional sub-tab for the client section or matter section and select the status filter needed – for example “Active” and “Collections”.
Consider use of the options offered in the “Additional” tab when the checkbox option checkbox option to include contact information – employee/employer, parties represented and other parties, is selected on the pre-select tab.
