New Business report - filter for new & existing clients

Is there a way a new drop-down option or custom field could be added on the New Business record to show whether it links to a new or existing client. Appears this is vital for FCA reporting and would avoid error when doing this manually.

Area of the system
Reports / Exports

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

8 months ago

Author

Natalie Calder

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