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Marcia Forsyth

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    gathering requirements  ·  9 comments  ·  Matrix » Accounts  ·  Admin →
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    Marcia Forsyth commented  · 

    Ryan, your export wizard per Account is exactly what we need. Having the flexibility to build data reports within an account would be great. We work on these accounts individually and don't always need the 'Big Picture'. However, the big picture is helpful too.
    Awesome and can't wait!

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    Marcia Forsyth commented  · 

    Having an excel option in each account would be helpful. Then a person wouldn't have to call up, for example, a multi year budget history rpt of every client only to have to edit it down to the intended information.

    Marcia Forsyth supported this idea  · 

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