NEW4.01.00 · Released 29 April 2024
NEWfinPOWER Connect
Released in
4.01.00
29 April 2024
  1. Opened6 Nov 2023
  2. Closed17 Nov 2023
  3. Released29 Apr
Article 20950 Job J032363

Reporting; "Close Reason" can now be exported in Account List Reports

Reports which use the Account List as a base report can now include the Close Reason in the exported data.

When viewing a report not as an export, Accounts can also be grouped by Close Reason.

Note: These fields will only be populated for Declined and Unwanted Accounts where a reason has been entered.