Report- Client Info Report
We would like a report with the % of what data we have collected. Including Credit Card on FIle/Expiration Date/CVC Code. This way we can be intentional on who's information we have and who we still need to collect.
7
votes
Tammy Feltner
shared this idea
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Alexa Erickson
commented
Currently the reports are filtered alphabetically by first name. The client said this is no help to her and should be by last name.