Hide, edit, and reorder sections for specific clients | Feature Requests

Hide, edit, and reorder sections for specific clients

in progress

Karen Bertrand

I'm not really sure if that's what it's called. I love that you can move around sections on the client's page, but I don't necessarily want the same for each client. Could we make this customizable by client as opposed to universal?

May 13, 2022

Tiffany Bogle

It would be amazing to have the option to select a button to hide all tasks that have been completed (or even based on a filter selection), leaving on the screen only what is left undone (or again, based on the filter selection you choose).

There are SO many tasks that it's easy to get bogged down with what the original task list was instead of only what remains.

Ben Stein

marked this post as

in progress

Ben Stein

Merged in a post:

Customizing Sections for Individual Clients

Andrea Gonzalez

I do different sections for each of my clients for their month end close, is there way to have a specific section and only have it added to that specific client and not have it added to all my clients because I don't want to add it as a task to my pre-close section and then go more into detail in the task description when I could just have it as a section and be able to mark off the actual task I need to do? Or can we have a choice of add section to all clients or to that one client you want to create it for?

October 19, 2023

Mary Stuessy

Agreed - I would love to have customized sections for each client since they all have unique services tied to their accounts - will be super helpful to make sure that each client's needs are organized and prioritized internally.