Adding Custom Search Fields in Reports
Under the Grid where you can select general fields like "name, servicing advisor, etc." add the ability to custom search other areas - including keywords, UDF's, etc.
This would allow for a more robust search tool within a report rather than having to pull multiple reports to get an answer.
Example: If wanted to see Clients with a certain category and a certain UDF option, that is not an option - you would have to cross reference the UDF report with the Category report which only makes MORE Work and us advisors less efficient.
This should be a simple customization by adding the ability to include more areas to view in the reporting box.
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