CRK Report Generator Dashboard
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East Perry
QBO
Organic3
XERO
The Acoustic Shoppe
QBO
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Client Name
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Client Code
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Short identifier used in report filenames (2–5 letters, no spaces)
SharePoint CRK Folder
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Navigate to the client's CRK folder in SharePoint (e.g. YPT Client Files/[Client Folder]/CRK - [Client])
Contact First Name
Advisor
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Amber
Jeremy
Sandy
Accounting System
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QuickBooks Online
Xero
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