Description
The Clients report gives you a list of Clients with additional contact information.
Prompt
General
| • | Client Type - Type of Firm. Options are Client, Prospect and Both. |
| • | Group / Sort By - Allows you to Group and Sort the Report by Client Code and Client Name. |
| • | Active Firms - When selected, Active Clients are returned in the report. |
| • | Inactive Firms - When selected, Inactive Clients are returned in the report. |
Report
Report Columns
Sample(s)
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