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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.
How often would you use this request?
often |
Thank you for your suggestion. You can set Report Type to 'Client Detail' to view the contact information:
![](https://timesolv.aha.io/attachments/7262716659139811107/token/2b2a480701a1596dabb0f6734264172b4b39423380484cfd8881e649283dc262.download?size=original)
![](https://timesolv.aha.io/attachments/7262716515831895163/token/b12affef99d75e85aae5a7a1cdf9686947380c175c9adf8e6c6eb7a05c6f99e4.download?size=original)
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