Add filters to Detailed Client report
When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
2
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Anonymous commented
there needs to be a function where it allows you to pull all clients from a particular referal base. All clients that was referred through that referal office should be able to populate.