Organize clients into sections
L
Lucy Moore
I have monthly, quarterly, and annual clients. I currently have to put a number and letter at the beginning of the client name to help me organize them in the order that I need to do complete client work each period. It would be nice to have the ability to organize them as needed instead of just in alphabetical order.
C
Cortnie Fetzer
Why not create views and add a property! that is what I did! See attached! - Settings - all client settings - properties (you can add custom columns!!
A
Amy English
Cortnie Fetzer This is my work around as well, but it is a bit clumsy. I feel like there are a significant number of users that have clients that fall into "categories" adding this as a basic functionality would be amazing.