Reports that Click/Drill down into account details.

When our reports generate, it'd be beneficial if we could click them and drill down into the system on the actual account. A while back I saw a YouTube Video on how FACTS is set up and they do have this feature. 

 

Example: If we ran an aging report in Smart, we can click the family ID# and pull the account up. 

 

 

  • Heather Niven
  • Nov 21 2018
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