Multi-Client Reports: Assigning more than one person to a client

Cassandra Gifford -

Multi-client reports allow you to assign more than one person to manage a certain client.  To do this, follow these steps.

Step 1:

Simply click on "multi client reports" at the top of the screen.

Step 2:

Once you check mark a client (or clients), you can assign them to people by using the drop down windows.






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