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Filters for client portal
under review
J
Jennifer Shrewsberry
Allow clients to filter by date of transaction in the portal. Especially helpful for multi-year cleanups.
Bonus points if users can dictate which filters are available as some clients are more comfortable with software than others.
Created by Roslind Burks
June 20, 2023
N
Noah Wylie
This would be awesome! We do a lot of clean-ups, and it would really help the client if they could do this.
·
July 18, 2023
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R
Roslind Burks
marked this post as
under review
·
June 22, 2023
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