Report that Totals Number of Clients for an Attorney

SOLVED

Is there a report that totals the number of clients an attorney has?

Parents
  • +1
    verified answer

    Best you can do is assign a Custom Field to each client that tells Timeslips which Timekeeper this client "belongs to." Then you can run a Client Listing sorted by that Custom Field to have them list out by that value.

    It won't count them up, only list them. But you could out put the result to an Excel spreadsheet for a quick tally.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply
  • +1
    verified answer

    Best you can do is assign a Custom Field to each client that tells Timeslips which Timekeeper this client "belongs to." Then you can run a Client Listing sorted by that Custom Field to have them list out by that value.

    It won't count them up, only list them. But you could out put the result to an Excel spreadsheet for a quick tally.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Children