Is there a way in Reports to pull on the clients that are flagged as secondary. I know there is a way to pull those flagged as head of household. Need to pull those flagged as secondary also,

Question

Is there a way in Reports to pull on the clients that are flagged as secondary.  I know there is a way to pull those flagged as head of household.  Need to pull those flagged as secondary also,

Jeff May · Answer

Is there a field on your Account or Contact record that indicates it is a 'secondary' Contact?

Is there a way in Reports to pull on the clients that are flagged as secondary. I know there is a way to pull those flagged as head of household. Need to pull those flagged as secondary also,

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