How can I run the report on exited/deceased clients?

When you mark client exited services or deceased, the system automatically generates relevant note. (Details can be found here)

Using this, you can run the report on clients that have left your services or passed away.

1. Go to Notes Search

This menu can be found under Company CRM on side bar, or under Clients menu on the top

           

2. Using Search options function to filter

Under Note type, you will see Exited System and Deceased. Select both (Us Ctrl on your keyboard to select multiple types)

3. Click Search to get the result

You can also export this result to excel