Client Data Portability Report

[evolvewh]

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.

[Paul]

That would be nice, I think the report system doesn't currently allow a search field in the report fields though. Something to consider though, thanks for the suggestion. It is a little bit more work to get the client's ID.

[Tyson]

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.