Apply report format to all customers

Posted almost 2 years ago by Nandyavarta

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Nandyavarta

We need some mechanism with which we can apply customized report format to all / selected (using tags) customers.   

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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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