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Created by Simon Freimanis
Created on Jan 24, 2024

RELATED IDEAS

New fields added to Client Forms Download

Hi Would it be possible to get the client ID, status and date report created added to the Client Forms download file from HASTL? Many Thanks Simon

Customer Challenge

Including the above information would allow us to better link data between HASTL and CMBI. Currently we have no way of linking the data so have to work with Power BI.

Business Case

This work is essential in making sure our customers get the best service in a timely manner.
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  • Admin
    Shy Ghani
    Reply
    |     Feb 5, 2024

    Hi Simon,

    Thank you for your response, and we will open this idea up for voting to understand the priority.

  • Simon Freimanis
    Reply
    |     Jan 25, 2024

    Hi Shy

    Yes that is correct. If we could get the social services reference added that would be ideal.

    Thanks

    Simon

  • Admin
    Shy Ghani
    Reply
    |     Jan 25, 2024

    Hi Simon

    Do you mean within Client Manager > Downloads > Client Forms?

    You would like the additional columns with:

    'Client ID (Would this be the client ID/Social services reference/import reference?'

    'Status' (Active/Inactive) and

    'Date report created'