Need Fields Added to the "Export Active Client List & Export Users" reports in Client screen
Currently we utilize the free feature of Exporting the "Export Active Client List" option
However, we have 7-10 Account Client Managers and this report does not pull in this information with that report.
This limits this feature greatly and causes us to have to manually add this information which is very time consuming. Can you please add that field to these 2 report option showing on the "Clients, View Clients, Search for Clients" screen
Export Active Client List - Add Client Manager Field
AND
Export Users - Add Customer Type & Client Manager Field
Projects such as bulk emailing notices to clients for:
User login clean up
change/update of forms
We have different business types that require different forms, notices, processes etc and being able to quickly run this report and it have all fields needed for separating out these blocks for mass mailings/notifications would be great.
All of our projects would be more simplified if Customer Type & Client Manager could be added to these 2 quick reports
Thank You
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