How do I find all clients marked as "Start-up" who have now been in business more than one year?

Although WebCATS no longer allows you to have conflicting data in the Company Status and Date Established fields (e.g. a status of start-up, but an established date that is two years past) for a client record, this built-in intelligence hasn't always been around. Records that haven't been edited since before December 2006 (when this intelligence was introduced to WebCATS) could show a current business status of start-up, even though they've long since qualified for an "In-Business" status. If you'd like to identify those client records that are in conflict in this way for the purpose of cleaning up your database, you can do so by creating a client subset, as outlined next:

1. Select View|Clients/Pre-clients and from the client record summary screen, click the Client Subset button.
2. In the subset criteria screen, select the Date Company Established and Current Company Status fields, and click the Specify Criteria button.




3. If you’d like to search client records for centers other than, or in addition to, the current active center, expand the Center(s) selection field and select/deselect the centers you would like included in the subset.
4. For the Current Company Status field, select "Start-up (in bus. < 1 year)". You can also select "Undefined" and/or "Pre-venture/Nascent" if you'd like to find client records with these statuses that have an established date older than one year.
5. For the Date Company Established date range, enter an end date that is one year (plus one day) earlier than the current date. Leave the beginning date blank.




6. If you’d like to save this subset, select the Save Subset for future use? option and enter a descriptive name for it in the adjacent Name field. For more information on managing saved subsets, view the FAQ titled Can I save my subset for future use or to share it with other WebCATS users?.
7. Click the Finish button to generate a list of all client records (for the centers selected in step 3) whose company status is in conflict with the business established date.

The capabilities of subsets are endless and are available for most record types. For more information on subsets, view our other popular resources on this topic:

• FAQ: How do I create a subset?
• FAQ: Can I save my subset for future use or to share it with other WebCATS users?
• FAQ: How can I use the various field types and options to best build my subset criteria?
• FAQ: What exactly are the specially calculated fields that are available for some subsets?
• Flash Tutorial: Creating Subsets

Want more? Browse our extensive list of Softshare 'CATS FAQs.

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