Practice Manager | Client reporting - Field mapping
Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.
For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.
It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).
14
votes
Melanie McPhillips
shared this idea
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Jordan Kolmus
commented
This should have already been a feature and I can't believe it's been over 2 years and nothing has been done about it. Can't be that hard to allow us to change it. It's causes chaos when both the Client Manager and Job manager are called the same in a report!