XPM - Filter deleted clients
It would be good to filter deleted clients like we can for archived clients on XPM custom reports. At the moment they display on the Income Tax report that compares clients with the ATO list and there is no way to filter them out. It makes finding clients who have dropped off the ATO list difficult.
5
votes
Kara Rees
shared this idea
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SANDRA FITZGERALD
commented
exclude deleted clients when you exclude archived clients in a report would help