Forum Discussion

TinaLP's avatar
TinaLP
3 months ago

BAS Filtering

In the Activity Compliance screen, is there a way to filter the list into Agent or client to lodge like we could in AE ? 

  • Jemar_C's avatar
    Jemar_C
    Valued User
    3 months ago

    Hi TinaLP,

     

    Thanks for your post, and welcome to the community forum! I understand that you would like to know if there is a way to filter the list of agents and clients in the Activity Compliance screen. Kindly check this link as it has detailed information.

     

    Feel free to write a post if you need further assistance.

     

    Cheers,

    Jem