Firm level templates
under review
L
Lisa Smith
We have hundreds of clients to move from legacy management reports to new management reports. It would be helpful to be able to set templates at the firm level that could be applied to clients...existing and new. We use the same handful of report formats for all of our clients. It would be a huge time saver and accuracy insurance to be able to have set formats that we could apply rather than setting them up from scratch.
The status was updated to
under review