Improvements relating to Custom Account Queries

  1. Some system Reports allow the creation of a Custom Account Query from the Report results. It would be very useful to have this function for all Reports and Queries. This would allow a 'frozen' list of Account Numbers to be created from any Query or Report.

  2. It would be useful to have a new Import type which allows the creation of a Custom Account Query from a list of Account Numbers. This would cut down the number of steps required to do a mass mailing to an external list of Account Numbers.

  • Robert Burch
  • Apr 2 2022
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