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Client Data Portability Report


evolvewh

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When selecting a client, is it possible to search by the company name and/or first / last name instead of the client number in the URL? Similar to the way a support ticket works when you're searching for a client.

For a future release, maybe consider putting this option as an 'action' within every users account instead of off to the reports page.

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On 6/16/2018 at 5:34 AM, evolvewh said:

For a future release, maybe consider putting this option as an 'action' within every users account instead of off to the reports page.

We did discuss that, but it made more sense to leave it on the report page. If we were to create a client profile account action, it would probably just link to the report page and pre-fill the fields to generate for the client.

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