Pulling information from Desktop Client Management
I would like to figure out a way to pull client info that we input in the Client Management field. In the client profile tab the financial info is where we can put client specific details - the income, assets, liabilities, bank and insurance details for each client.
I am trying to figure out how to pull that information out on a group basis as opposed to individual client basis so we can keep track of and figure out what clients have what (who needs life insurance, who has long term care insurance, etc.) User defined fields was one way it was suggested to work around but that means double entry.
Please let me know if this is something that can be figured out. thanks!