Vicky Mattison
My feedback
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131 votesVicky Mattison shared this idea ·
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465 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Vicky Mattison supported this idea ·An error occurred while saving the comment
We want to be able to customize or have a better individual client report for our review meetings. We would like to be able to have a report that gives us all the information like names, nicknames, family info, work information, specific UDFs. We have separate investment reports so we don't want that on this report....each rep has different needs and if we could customize it that would be great!