Hello,
Is there a way we can create or display a list with all the company details? I would like to see all the clients and be able to customize a list of their sales tax frequency, year-end, HST number, etc.
Is it possible to create this kind of report? The idea is to avoid using an Excel file to summarize the information provided by each contact. I would like to avoid entering client details individually to retrieve this information.
Thanks in advance!
