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
Log In
Amanda Aparicio
Merged in a post:
Sort by entity type
M
Miriam Mayer
On the client dashboard we currently can sort by client or contact name only. Can we have the option of sorting by entity type? (1040, 1041, 1065, 1120, 1120S etc.)
Amanda Aparicio
Merged in a post:
More Client List Sort Options
Amanda Aparicio
More Client List Sort Options
A
Alnie Sanatar
you CAN do this - i did for our firm - reach out to support and they can in the Client Dashboard use your custom fields and make them sortable.
Photo Viewer
View photos in a modal
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
Photo Viewer
View photos in a modal
Autopilot
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.