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

Bug

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Admin

Shoaib Mehmood commented

August 02, 2023 13:32

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

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