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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!

 

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