RELATED IDEAS
Exported client data to show 'Latest Action' detail
When exporting filtered client lists to check statuses for VAT or Accounts, it currently just shows the 'Latest action Date' but not what the latest action relates to - can we have this detail added so that is is visible on the exported excel sheet.
Good afternoon Mairéad,
I hope you are doing well. Thank you for your submission. The status listed in the Task Progress column corresponds to the date listed in the Latest Action Date. If you have any additional queries or issues, please do not hesitate to contact our support team at brightmanagersupport@brightsg.com.
Many thanks