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  1. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    29 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Louise Rosewarne commented  · 

    Absolutely critical to easily identify clients that have been set to opt-out. Having to go into to each client file individually is extremely time consuming and generally unworkable when you have a large client base.

    Louise Rosewarne supported this idea  · 

  2. XPM - Update client details via API

    30 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Louise Rosewarne supported this idea  ·