Internal client names on the Client List vs client names on Management Reports
under review
E
Elaine Sims
This is important, especially when we use prefixes to sort our customer list. Example: I have my books set as 1.(Company Name), and I just pushed a test report and that's how the email came over. I append PR or ST to clients that are only payroll or sales tax, and those suffixes show in their email titles as well.
R
Roslind Burks
under review