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.