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CO095 - Client Recalls

This report will give you a list of clients due a recall.

Additionally, you will have information such as: Recall At, Recall Name, Client, Employee, Phone, Email, and Recalled.

With this report you will have information about your clients that possess or not possess all of the mentioned above.  

Preview

  • Recall At - The date on which the recall has been scheduled.
  • Recall Name - The name that was sent when the recall was scheduled on the client card.
  • Client - The name of the client.
  • Employee - The employee who scheduled the recall.
  • Phone - The phone number of the client.
  • Email - The email of the client.
  • Recalled - When you've run the report, here on this column you have a box you can tick (or leave un-ticked) to tell if the client was recalled or not.

 

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