Select client type
- Inquiry > Marketing Inquiry
- To search for:
New firms – Leave Category as Firm, the default.
New contacts – Select Contacts in Category drop-down.
- Leave Type as New, the default.
Update required information
*Entered From/*Entered To (required) – Default is current month to date. To view new clients within a different time period, change the date range (see Date Navigator).
Restrict results
Notification Type (Contacts only) – Default is Main. Click
to select one or more email categories to search by. See Managing notification emails.View clients & print envelopes/labels
Click 
. All new clients that fit the search criteria appear in the results pane.
- To view/update a client’s details, click their hyperlinked Firm Name/Contact listing. See Updating firms or Updating contacts.
- To print envelopes/labels:
- Check the box next to Firm Name/Contact in the header to select all results, or check the box(es) next to individual client(s) to select specific results.
- Click Print Envelopes and Labels. See Printing envelopes and labels.
NOTE: Save the results
To export and save the results, click 
and select an export file type. See Exporting & printing results.