Article Details
Id: | 20950 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 4.01.00 |
Opened: | 06/11/2023 |
Closed: | 17/11/2023 |
Released: | 29/04/2024 |
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.