We need a new filter in the plan export please so we can report on which plans are active and under our agency and which ones we're not actually the servicing agent for. The fields are in Plan Details but not available on the export to filter by.
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Feature Request
Reporting / Exports / Searches
Over 1 year ago

Rob Gray
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Accepting Feedback
Feature Request
Reporting / Exports / Searches
Over 1 year ago

Rob Gray
Get notified by email when there are changes.