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.