Matching conditions. Sage 2015

HandiRegister 2015 Matching conditions

For more information on mailing labels, please refer to the "Advanced Features 2015" manual.

Matching conditions

HandiRegister 2015 provides you with the ability to perform a function, such as printing a document, for clients that meet a certain criteria. These criteria may be a large number of items, some examples are:

 Clients assigned to a specific partner.

 Individuals with date of birth above a specified date.

 Clients who have 'Flag 1' (a user defined field in the Client database) selected. This may be used in a situation where some clients receive a newsletter. All clients who are to receive the newsletter would have Flag 1 selected in the Client database. The newsletter would then be printed out only for those clients with Flag 1 selected.

For more information on using client expressions, please refer to the "Advanced Features 2015" manual.

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