Filters for client portal: Date of Transaction
under review
K
Karmen Krinn
yes, this would be super helpful. In our view we are able to sort by any of the columns (ie, date asked, transaction date, vendor, description, type, account, amount etc) – our client is stating that it would be super helpful for them to also be able to sort by any of these things when they are trying to locate a specific transaction - currently clients are finding it helpful at all to sort because it is sorting based on the date of the last message sent only
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.
R
Roslind Burks
under review