Client contact Type

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Tom Osborne

• August 11, 2021 00:45

I am trying to export clients that have a contact type as referral contact

However when I try to choose that on the filter it does not exist.....
You have top scroll down pages and pages of "-" then "Billing contact" is in there numerous times as an option. Then there is "Funder", "HCP SELF MANAGED" and "NDIS" and "ndis".

Please tell me if I am missing something but doesn't look like a complete list.

Another example where DE2 CANNOT BE USED/CANNOT BE RELIED UPON/NOT INTUITIVE

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  Monika Yadav

  • August 11, 2021 13:17

  Hello Tom,

  To achieve this, the contact when added should have 'Referral contact' as type. Once you have that, You should be able to filter the result set based on a field's value. To get rid of blank/null values, you can add filter to show only rows that are not null.

  Below is a snapshot from one of our testing env.
  

  Let me know if it helps..!

  Monika

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