1. Select a desired clients
2. On the right side pane, click on "Other Info" tab.
3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value .
4. Save.
Repeat this for all desired clients, enter appropriate category value e.g. Criminal or Divorce or Bankruptcy.
When you want a list of all clients of type for example "Criminal". Click on "Clients" tab on the top left corner and in the search box below, enter criminal and you will see the list of all clients of type criminal.
2. On the right side pane, click on "Other Info" tab.
3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value .
4. Save.
Repeat this for all desired clients, enter appropriate category value e.g. Criminal or Divorce or Bankruptcy.
When you want a list of all clients of type for example "Criminal". Click on "Clients" tab on the top left corner and in the search box below, enter criminal and you will see the list of all clients of type criminal.
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