How do I use the "* Last Client View"
The key to restricting client activity records to just those that are associated with a specific subset of clients is the "* Last Client View" filter. This filter is available from the record summary view of any type of client activity form (counseling session, investment, milestone, award, or custom activity unique to your database) and it restricts the activity records to just those that are associated with the client records in the client subset. For example, if you were to view inactive clients from the client summary view and then filter award records by "* Last Client View," only awards belonging to inactive clients would display.
Before you can successfully use the "*Last Client View" filter, you must first make sure that the very last view displayed in the Clients/Pre-clients record summary view is of the client subset. Once you've generated your client subset, select View|<client activity record type> to open the record summary view of the client activity you are interested in. Then, select the "* Last Client View" option from the top drop-down menu, as shown in the next graphic.
This restricts the display of client activity records to only those that are associated with the clients in your subset. However, it's important to keep in mind that the criteria in the record status filter box (shown in the next graphic) is also a factor in the resulting record display. The "* Last Client View" filter and the criteria in the record status filter box combine to further restrict your results. So be sure that date range, funding source, and so on are all in line with what you are trying to achieve.
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Once you have defined the parameters in the record status filter box, click Requery to display the results. Scroll to the bottom of the record summary view and you will see summary information for the records that meet your client subset and filter box criteria. You may also run reports on this set of data by clicking the Report button.
Note: If you do not see the "*Last Client View" option when you go to the client activity form, then a client view has not been generated during your log in session and you will need to go to the Clients/Pre-clients view to do so.
Note: Unlike normal behavior for client activity views in WebCATS, "*Last Client View" results are not restricted to records from the current center that you are working in. All activity records from all centers that have worked with clients last viewed at the Clients/Pre-clients page will be displayed.
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