Topics started by Aileen Bedonia

2 Discussions

A
Beginner
Aileen BedoniaBeginner
asked in Share Tips & Best Practices

Additional column in the work view list for "Notes"

Can we request to add a column on Work View List Report for “Notes or Remarks” for us to see also the last notes to consider in a wide report list. 

1
SamG
Sr. Karbon Community Guide
5 months ago
A
Beginner
Aileen BedoniaBeginner
posted in Ask a Peer

Merging Clients data

May I ask if we could merge the 2 same client name and merged their information together in one?

2
SamG
Sr. Karbon Community Guide
7 months ago

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