RELATED IDEAS
Report to show which clients have bespoke automation
We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation
At the moment this can only be seen by going into each client individually and clicking on the automation tab
We applied a temporary workaround, by adding a cutom field (true/false) and adding to the bookmark report.
However, being able to querythe automation fields directly would be very helpful.
Adding the ability to add automation fields to reports could help, including template field.