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Being able to run a report of all active clients from all platforms, PT, BT, TT, etc

It's useful to have one complete list as opposed to looking at 4 lists simultaneously.

  • Guest
  • Feb 10 2023
IRIS Accountancy Suite
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    Ben Webb commented
    June 06, 2023 08:26

    Hi Charlene,

    What metrics in the system are you using to determine if the client is active? i.e. clients that don't have a terminated date against them?

    thanks,

    Ben Webb

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