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
10 months ago

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

Darren Waller
Get notified by email when there are changes.