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Changelog
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
Feedback
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
changed category from "UI" to "Groups"
Hi @stuartboyle
You are now filter your clients multiple groups.
Also in the next few days the ability to report / xport by group / Multiple groups will be available for the following Reports / Xports:
Client Export
Plan Export
New Business Events
Please let me know if you have any queries
Thanks @lysa_heaton, this is really useful. And the ability to export the groups will be hugely helpful for us as well.
Thanks @stuartboyle
This functionality is now live as detailed above and will also be added to other Reports / exports in upcoming releases
As such I am marking this as complete.
As always thank you for your feedback