We need some mechanism with which we can apply customized report format to all / selected (using tags) customers.
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Anuj Jainposted
almost 2 years ago
Admin
The Portfolio report PDF format that you save for 1 client is automatically applicable for all clients as well. You don't need to go to each client and save it.
We need some mechanism with which we can apply customized report format to all / selected (using tags) customers.
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1 Comments
Anuj Jain posted almost 2 years ago Admin
The Portfolio report PDF format that you save for 1 client is automatically applicable for all clients as well. You don't need to go to each client and save it.
Regards
Anuj Jain
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