Is there a report that totals the number of clients an attorney has?
Is there a report that totals the number of clients an attorney has?
As usual, Nancy's answer sounds right.
But also, try this:
- Set up the custom field like Nancy suggests.
- Create a user-defined summary report with only one field: Record Count (it's in the Client…
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…
*Community Hub is the new name for Sage City