Client List View - moveable columns
under review
J
Jodie Strong
Option to rearrange columns as desired in the Client View.
Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?
Dean Barnett
Any update on the "UNDER REVIEW" Status? It's been since October 2023?
Here are some use case reasons to help priortize this request
- As our client list grows I'd like the ability to have client ID as the first column, not client name
- I don't want to have to scroll to the right, but I want to see certain things, i.e. I want my view to show me close progress, final review step, and revenue amounts because I am a reviewer; however, if I'm a preparer I might care more about uploaded files and pre-close tasks
If this is not possible I'm happy to learn more why this might be a challenge or how to rewire my brain to approach the process different with this technology for accounting purposes - point me to the knowledge :)
However, as a firm with 700+ tax returns, of which 400 are entities, it will be a non-starter for me to use your tax functions if this isn't an option - to properly project manage our people need the flexibility to order items on their dashboards (blame PCS for force training us).
A
Anne Little
Yes! We need this, please.
R
Rachel Barnett
Agreed, this would be great!!
K
Kassandra Degus
Please, this feels like such a basic piece of functionality that's missing!
Sami Rafi
Def need and find this useful!
R
Ruth Bellamy
Yes please!
C
Cat Taylor
Being able to order the columns would be huge. Also change the column width.
R
Roslind Burks
under review
Dean Barnett
Roslind Burks how is this going?