When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information. That’s why Animana enables you to filter the client file for specific activities such as invoices or notes.

Step-by-step instructions

1. Open a client file.
2. Click Unselect All at the top of the file.
3. Select one or more of the activities that you would like to filter on.
   This is box title

   In the following example both the “Invoice” and the “Payment” box are ticked:

   

More about this

Can I search a client file?

Yes and sometimes it’s easier to find something by searching rather than filtering. On the right-hand side in the client file, at the top of the table, there is a search field, allowing you to search across all client-file entries. Add your search term and either click Enter or .

What does the client file filter “other” display?

With the filter option “Other” the following activities will be displayed on the client file:

• Client file protocols
• Visit form
• Task
• Statement
• all other items that don’t have their own checkbox

Related articles

• Client file