Client List
Amanda Aparicio
It would be nice to have a saved view in the client list instead of having to filter the list every time I use it
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Autopilot
Merged in a post:
Default view for Client Dashboard
A
Anna Hall
It would be helpful to be able to create and save a default view after filtering the client list on the client dashboard (similar to the workflow dashboard). Then we can filter by assignee, set as default view, and we will not have to see the entire client list every time we log in.