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AccuAccount Ideas Portal
Categories Dynamic Reporting
Created by Guest
Created on May 9, 2025

Ability to add Primary related entities and/or guarantors to an exception report

The ability to add Primary related entities and/or guarantors to an exception report. This would be a great option in DR. Currently the multi-select option will not load the customer or account list and there is no way to add more than one option in the search option.

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