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XPM - Matching client and export codes

The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners

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Brentnalls SA shared this idea  ·   ·  Report…  ·  Admin →
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  • Elisa Harris commented  ·   ·  Report

    Absolutely, it would be so helpful to have some sort of automatic input or matching, to eliminate people entering one and forgetting to do so for the other.

  • Nicholas Barbouttis commented  ·   ·  Report

    Client Relationships Report
    Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.