Practice Manager | Client Reporting - 'Date Added' field
A 'Date Added' field would be great, to show when a client was entered into an XPM account.
It would also be good to add this as a client report criteria, so you can filter dates.
Anastasia Lagoutaris
shared this idea
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Susan Mukumi
commented
Our legacy system had this and was invaluable, as we have had several third parties whom have also required this information. It would be extremely useful to have this as a default in XPM at the time of creating a client card, which can be updated (if needed).
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Julie McDiarmid
commented
Absolutely - I have been asking for this for years
Also added by so that we know where they came from -
Samantha Davenne
commented
Yes please, this is so important. 😭
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Simone Pavitt
commented
any update on this?
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Simone Pavitt
commented
As everyone else has said, its a feature we have had previously and are really missing in our reporting.
Its a must -
Jenny Calvert
commented
This was always possible in our old MYOB program and was used regularly by our firm to monitor our SMSF and Trust. It was a very huge step back for our firm.
After we realised that we could no longer report on the dates our clients were add/taken on we created a "Custom Field" so that we could do this moving forward but unfortunately we have lost the new client data for at least 3 months -
Greg Ziegler
commented
With all the client verification requirements etc being imposed - this report should be a priority to get done. We need to know when client shave been added - just in case someone has done so without proper authority etc