Ability to delete duplicate clients from the organisation list
When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).
It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.
The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).
The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.
It would be preferable to have a two-way sync with XPM, or the ability to archive/delete duplicate clients.
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Anthony Rohan
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