Feature Requests

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When pulling a client and matter report, none of the contact information comes up.

Trying to pull a report by originator to send a marketing communication for her clients only. Pulls the clients but none of the contact information.

  • Guest
  • Oct 27 2021
  • Already exists
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  • Admin
    Shoaib Mehmood commented
    2 Aug, 2023 01:32pm

    Thank you for your suggestion. You can set Report Type to 'Client Detail' to view the contact information: