Lists all clients who have been referred to a mortgage Advisor.
By default the to/from dates are for the previous rolling month. Changing the start or end dates will automatically refresh the report.
Clicking on the button will expand the details to show the contact details for the respective client.
See How do I use the contact details grid? for its usage.
The grid can be printed exactly as it is displayed on the screen by clicking on the button.
This grid has the ability of being grouped and filtered by columns. See How do I use grid column grouping and filtering? for further information