Hide Completed Items from Client View in FC
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Margi G
Is it possible to hide completed items from the client view in FC once the client has provided an answer and marked them as done? It would be helpful if clients could see only the open items, so they don’t have to go through a long list of completed items to find what still needs attention.
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Monastery Bookkeeping , LLC
I have had several clients complain voice this same thing!
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Othniel Maidaniuc
When i was an auditor we used Suralink... its a great request system that i wish Financial Cents will emulate. Requests can be hidden etc.
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Rochelle C.
In My Client Meeting Today, the client explained how challenging and frustrating it is to see all their check off items. They are a good client and provide information well, but the feel like it is a punishment to go onto their requests and scroll through all the completed items. They expressed that when they are seen, even though they are checked off as completed, they want to add more information in the hope the lines will disappear.
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Rochelle C.
Agreed! The clients view gets overwhelming as they have to continually go line by line looking for unchecked items to answer. It slows down their momentum, causes discouragement and causes challenges managing replies.