workflow report filter & export client addresses
Add mailing addresses to the export report from the workflow report listing.
Problem/Issue: We have a workflow with several steps for upcoming appointments. The first step is due 30 days before the client meeting - we mail a reminder card to the client ahead of their meeting.
NEEDS:
When running the Workflow Report, and exporting it to Excel, PLEASE add the clients primary/mailing address to the data that gets exported.
Once in Excel, we will sort by target date so we mail the card on the appropriate date. But we have to copy/paste the addresses manually from each clients' page. So having the client's address exported with the listing would be incredibly helpful.