You can filter data in the Client list columns to display specific information, but did you know that you can also filter the columns to show empty fields? This is really handy when you need to quickly display all clients with missing information, for example missing a telephone number, email, account manager, etc.
To display empty fields, go to Clients menu > Client list
Next, go to the column that you would like to filter e.g. the Client Type column, and click on the filter icon.
Senta will display all the records where the client type hasn't been selected and the field is showing as "empty".
You can export this filtered Client list as a CSV file. To export the file, tick the records that you would like to export and click Actions > Export. For more information on how to export data from the Client list take a look at our help article here Exporting data from the Client list.