How do I search for clients that don’t have an e-mail address?
You can identify all clients that don’t have a company e-mail address by creating a client subset, as outlined next:
- Select View|Clients/Pre-clients and from the client record summary screen, click the Client Subset button.
- In the subset criteria screen, select the Company E-mail Address field and click the Specify Criteria button.
- 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.
- Leave the Company E-mail Address field blank. This instructs WebCATS to return all client records with empty e-mail address fields.
- 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?.
- Click the Finish button to generate a list of all client records (for the centers selected in step 3) without company e-mail addresses.
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The capabilities of subsets are endless and are available for most record types. For example, you could create a subset of contact records to identify all contacts without an e-mail address.
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