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Q1: When doing Mailing to Group Clients –how can I print labels for active groups only?
A1:
The way most offices do this now is only use a status of “Client” for those clients that have active polices. If they become in-active make their status “In-active”. This allows you to query on all records that have a status of Client. If you prefer to use “Active”, you can add this as a new status and them make all active clients have a status of “Active” and query on all clients that have a status of “Active”.
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