Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor
Reports > Contacts By Review Frequency > Add All & Quarterly.
We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.
9
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Will
shared this idea
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Angie commented
Please also add the option to run the report based on specific dates selected from a calendar format rather than 30 days past and 30 days future format.