We have tried various ways, and it takes too long to find something so
simple, we must be doing it wrong. Right now we have to export to Excel
an account owner's client list from a previous year, and then export a
current one, then sort and find out ...
If you are using Aspire the only thing you can do about it is hire
professional services, and if you spend many internal hours with them
you can get some changes made, but the final product will not be
interactive and still be 1990s quality.