Thanks for your reply and sorry, I was a bit rushed yesterday.
So I want to use Rosario to register prospecting new clients. I've made a "Parent" sub-profile "prospect" where I added a form to register the personal data, date of first contact, contact method, action taken, etc. Like you would in a CRM. At that point, they don't get login credentials, only contact information.
Once they signed up, we add credentials and change the profile to parent proper.
The problem is that I can't filter on sub-profiles. I've also considered using the no access profile, but we use that for parents when we drop their children, and we want to retain their data.
If I could find a way to filter on sub-profiles, that would be great, as customizing code requires tracking files over updates is a hassle too.
Another way that works is by assigning the "prospect" permissions in the user record, and then sorting parents by profile in the user search. It works for me, but is not very intuitive for our administration team.
I know Rosario is not meant to work as a CRM, but it works so well for us that we want to put as much of our workflow into it as possible.