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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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