Topics started by Cheryl Te'o

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Cheryl Te'o
Beginner
Cheryl Te'oBeginner
asked in Share Tips & Best Practices

Client list per Accountant

Hi Team,Is there a way to easily sort "client list" by Accountant. So if I wanted to find out, who are all John's clients? who are all Paul's clients? who are Sally's clients? Thank youCheryl

3
kylenecarse
Community Champion
1 year ago

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