Client's File View Collapsed Folders by Default and Reorder folder
complete
J
Jessica Unknown
The "Files" view for clients gets very visually overwhelming quickly as time goes on because each folder is expanded and so the file list gets long.
It would be great if the main folder headers (ie Account Reconciliation) are collapsed by default and client can click it if they which to view those files.
I would also love reorganized the folder order so the Other Reports will be at the top.
J
Jillian Plank
complete
K
Katie Redman
Jillian Plank I just checked this and it doesn't appear to have changed. The file folders are still defaulting to "expanded" and showing all the files in the folder. Am I missing something?
K
Katie Redman
Ben Stein Can you answer this question for me?
K
Katie Redman
Ben Stein Any chance this is planned soon? I'd love to switch all my clients to use the "Files" but this is keeping me from doing so.
i
i.tala@peterholtzcpa.com
Yes, please ensure that folder files are not expanded by default so as not to overwhelm the clients.
C
Cristi
YEs I agree. Collapsed files would be much more clear for our clients to see.
Regina To
THIS PLEASE.
K
Katie Redman
Yesssss!!!! PLEASE!
E
Elaine Sims
YES PLEASE. If
WE
as pros are overwhelmed, imagine what the client feels looking at these folder structures! Also letting us reorder folders to suit our clients or our workflow is essential