Category:Client Query Wizard
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The Client Query Wizard offers a host of user-defined filters to find a list of clients which meet either a broad or narrow set of criteria. The list of clients can be based solely on client profile details such as address, client type, or birthday, or can also include powerful policy filters such as type of business, or policy effective/expiration dates.
Getting Started: Report: Client Query Wizard
Pages in category "Client Query Wizard"
The following 8 pages are in this category, out of 8 total.
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- Report: Client Query Wizard
- Report: Client Query Wizard: Birthday List
- Report: Client Query Wizard: Clients Age 65 Or Older By December 2015
- Report: Client Query Wizard: Clients With an Auto Policy
- Report: Client Query Wizard: Export All Active Client Email Addresses Excluding Prospects
- Report: Client Query Wizard: Inactive Clients
- Report: Client Query Wizard: Print Mailing Labels For All Active Clients Excluding Prospects
- Report: Client Query Wizard: Remove Multiple Contacts From CSV
