Settings and activity
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33 votes
An error occurred while saving the comment Frances O'Connor supported this idea ·An error occurred while saving the comment Frances O'Connor commentedIt would be really handy where one has a customised report for a client with specific commentary, and one would like to use that for another client in the same industry.
Cheers
Great idea to be able to copy customised client reports to another client as a draft - nice & efficient.