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How to find clients who haven't returned

Updated: 2024-06-05

Click a timestamp below to jump to a topic:
  • Use filters in the Client Manager to narrow search results (2:13)
  • Save the search as a Quick Search to use again (11:02)
  • Customize the columns that appear in the search results (16:00)
  • Export that list to Excel (19:34)

Date of broadcast: March 6, 2019
Presented by: Andrew Little