CM Provider

Date filters help you quickly find relevant, time-specific information and make large client records easier to manage.

Expand the date filters and enter your date range.

1. Log in to the CM Portal.
2. Open Client Manager.
3. Search for the client.
4. Click the Forms tab.
5. Expand the date filters and enter your date range.
6. Click Apply.

How to apply date filters within client forms in Client Manager.

Use date filters within client forms

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