Filter Clients by Custom Client Fields
We can filter clients by Type and Tag and by searching the name and reference. The only way of grouping clients to be emailed is via tagging, which is limited (e.g. it's an OR search not an AND search) and difficult to set up and control e.g. is everyone tagged. Is it possible to select a few custom client fields that can be added to the filter?
2
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Paul Colman
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