Client Dashboard - Sortable Columns
Amanda Aparicio
Hello, would it be possible to make all the column fields sortable/toggled on the Client Dashboard. For example, I have "Client ID Number" as a field but I can't sort by small to largest or vice versa. I can only sort by "Client Name" and "Contact."Thank you
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Amanda Aparicio
Merged in a post:
Sort Client Dashboard by custom columns
Amanda Aparicio
I would love the option to sort my clients by their fiscal year end date. I've created this as a custom column however I am unable to sort by it. I would also like to be able to move these columns around
Canny AI
Merged in a post:
Sort controls to every column on the Client Dashboard
F
Farley Vener
Please add sort controls to every column on the Client Dashboard—especially the Client ID column—so we can quickly identify the next available number when setting up a new client. Also, it would be nice when creating a new client that the next available number would pop up.