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MintSoft Ideas Portal
Status Not under consideration
Created by Guest
Created on Dec 21, 2021

Reports allow pick and mix of clients

No description provided
Current Problem

I wish to set up a schedule report for all bar 2 of our 30 odd clients. However I can only do one client at a time or select all. Therefore the report will have loads of emails to the person which is a pain or they get irrelevant information.

Idea to resolve Problem Ability to select clients in the same way you can at the Batch Creation stage
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    • Guest
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      Feb 26, 2025

      Allow more functionality of all reports - by multiple selections of clients, products, dates, status etc