It would be much easier to work through the data and filter if there was not just ‘client_names’. Can additional fields for first_name and last_name as you have on the Client Export
See - Plan Export

Thank you
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
9 months ago

Darren Waller
Get notified by email when there are changes.
Accepting Feedback
Feature Request
9 months ago

Darren Waller
Get notified by email when there are changes.