Share Your Ideas for New Stuff

Back to Portal


Add Employee First Name and Employee Last Name fields to Client Info Report View

We want to include only the first name of the assigned employee in a report that is not for activities? How can this be done? So far report has included all assigned names??
  • In reports, when you select a "screen" when creating your report, this determines the tables that are in the report, which in turn determines the fields that are available for you to select from. I know that when you create a report using the Activity Info screen, you get a whole Employees section, which allows you to add various employee fields to your report, based on the employee listed in the activity. However, the Client Info and other screens only have the Assigned Employees option
  • Champ Ideas
  • Aug 21 2017
  • Future consideration
  • Attach files