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Status Future consideration
Categories Reporting
Created by Guest
Created on Aug 11, 2021

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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.
App Type Provider App
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    • Guest
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      |       Aug 10, 2021
      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.