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Status Released
Categories Client Management
Created by Guest
Created on Aug 12, 2024

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.

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  • Admin
    Rob Millen
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    Aug 30, 2024

    Hi Paul, the ability to customise your client list to enable filtering of Partner / Manager is due soon - this link will demonstrate the features:

    https://demo.iris.co.uk/share/0qqvmpywocnt