Add a Restriction for Clients that Have an Event

Solution

Follow the steps below to make a search of clients that have an event associated:

1. Go to Reports >> Template Merge
2. Select Client as the Object Type to Merge
3. Click Add Mandatory Restriction
4. Select Has an Event
5. Specify whether the restriction will be made by the events:
   - Due as at a specific date
   - Completed within a specific date range
   - Created within a specific date range
6. By default, the search will be performed for all the Event Types, but you can select specific Event Types to search by.
7. Click Ok
   
8. Click on Get Matching Rows to retrieve the list of clients with an event that matched the search criteria selected above.
   
9. Select a Merge Action to Take and Run the Merge