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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.

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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'