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 you
Cheryl
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 you
Cheryl
Hi
If you export your clients, you can sort them in the resulting spreadsheet by Client Owner or Client Manager. It’s not ideal, and takes a few extra steps, but at least you can get the information out.
Here’s a screenshot:
Does that help at all?
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