Client Dashboard
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Melanie Kirton
Ability to move around the tiles on the client dashboard, take off ones we don't use, and/or rename them!
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Amanda Aparicio
Merged in a post:
Customizable Client Dashboard Layout
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Natalie Fong-Yee
Firms with only one or two active projects per client end up with a client dashboard that is mostly blank, while contact and address information is squeezed into a small side panel. Users need the ability to resize, remove, or rearrange the dashboard widgets (projects, recent documents, tasks, recent activity) so the layout reflects how much of each section is actually relevant, and so client contact information has more room.
Amanda Aparicio
Merged in a post:
Customizable, Rearrangeable Client Dashboard Layout
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Natalie Fong-Yee
The client dashboard divides the page into fixed blocks for recent documents, tasks, and projects that are often empty for us, while contact information is squeezed into a small side panel. We would like to resize, rearrange, or remove these blocks so contact and client information can take up more space.
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Karla Christianson
A customizable dashboard would be amazing, some clients may need different focus'
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Katie Mosher
I want the ability to move the resources box above the about section, which is very long for our clients.
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Renee Fraser (Versaci)
Totally, would love to bring up the relationships and drop down the resources and integrations that we don't use. At lot of the time the staff don't scroll
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Irene Tryon
I agree. It can be overloading if staff is not diligent to close out their tasks