laura.capozzi
Iress Contributor
Iress Contributor🤓 Xplan Hint: Client List - generating a report
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...
courtney.youngbluttIress Contributor
Iress ContributorSo quick & easy! Granted I have site admin access so can add whatever fields I like to the client list view, but there are so many ways this could be useful for a quick snapshot or birds eye view of client data points. (Admin > Site > System Settings > Client Focus > Search Result, for those that have the capability).
You could easily list category and entity status side by side to make sure they align - export to csv and go about updating any that are mismatched.
Or, see which clients like to have wine each week so you can invite them to a wine tasing? 🍷🧀
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