Contact Statements - Export statements to CSV and filter statement lines by Reference
Allow printing/ downloading of client contact statements via a CSV file not only PDF files. Also allow for filtering statements based on the Reference description before a statement is downloaded.
1
vote
Chantal Ross
shared this idea
Thanks for taking the time to suggest this. A filterable CSV export from Customer Statements could make it much easier to provide clients with only the transactions relevant to a particular reference.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this is something you’d use, add your vote and let us know what statement fields or filters you’d want included.
