I would like a way to sort my active clients into different sub-groups. For instance, I have clients on my caseload who are members of ongoing workshop I lead, as well as individual clients. I would love to be able to view these clients in separate lists, and it would be very helpful for organizing my active clients!
I would like a way to sort my active clients into different sub-groups. For instance, I have clients on my caseload who are members of ongoing workshop I lead, as well as individual clients. I would love to be able to view these clients in separate lists, and it would be very helpful for organizing my active clients!