What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. This report allows you to do the following:
A Client Inactivity Report can be run in both Tabs3 Billing and PracticeMaster; however, each program provides unique options to run the report.
To run a Client Inactivity Report
Note: By default, the Client Inactivity Report is set to only include clients that are currently active and do not have a Date Closed specified. However, this setting can be changed. From the Client tab, click the Select Status button and select the desired option(s).
Comments are closed.