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Clients are missing from Data Mining

Article ID
ias-1000
Article Name
Clients are missing from Data Mining
Created Date
4th September 2003
Product
IRIS Practice Management
Problem
When searching in Data Mining, with no criteria set, why does the display not show all the clients?
Resolution
There are three criteria set by default and these are:1) Unregistered clients excluded As Data Mining searches are used for your clients, all unregistered clients are excluded. To include unregistered use the Form | Client Type – and tick unregistered and click on Add To List2) Clients with a D.O.D. (date of death) As Data Mining is heavily linked through to AutoMail clients who are deceased will not form part of the standard search. To include deceased clients use the Field | Individual | Date of Death, and set to Anytime and click on Add To List.3) Confidential Clients Clients marked as confidential will not appear in any Data Mining search.With these criteria in, and no others, the display should now represent your full client and non-client database.

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