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Filter Activity Reports by contact status

Ability to filter Activity Reports by contact status.

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Marc Melendez shared this idea  ·   ·  Report…  ·  Admin →
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  • S Hickman commented  ·   ·  Report

    Add filter in Activity Report for client status

  • Mike Mosley commented  ·   ·  Report

    It would be hugely beneficial for our company if we could add a client's category to the Activities by Contact report. This way we would be able to see how many appointments advisors are keeping with A, AA or AAA clients.

  • Andres commented  ·   ·  Report

    Activities by Contact report filter

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