Just need something to follow that shows us how to set up the Survey system report to match what Graystone clients require that coincides with their Revenue Tracker they have to submit to Graystone.
Would be a Configuration we set up for the FH.
Kaylan Johnson
@ Kaylan Would you mind helping me understand what needs to be added to this aricle?https://support.passare.com/how-to-create-a-graystone-report