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Report 3560 - Saving Statements in the Client Module

Ali Piha 4 years ago in Reporting Module updated by crystalp 4 years ago 1

Hi all! Is anyone using the "Save a copy of these statements in the client module" feature in Report 3560? If so, do you like it? Where in the client module does it get saved? Would you recommend it? Thanks!

yes, I love it because when clients say " I have never received a statement" I have proof that one was generated and most likely mailed to them. It's saved in the client record, to the right of the client address and info in the client tab. Says 3560 statements then there is a drop down and those are the statements that have been generated. May need to have certain permission to see it but I think most staff can.