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Status Under Consideration
Created by Guest
Created on May 15, 2023

Report Automation - Select clients by Group

Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.

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  • Guest
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    Mar 27, 2025

    Crucial - thanks

  • Guest
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    Mar 27, 2025

    To have the ability to save/run by client would be great as well, instead of having to create a list