I'd like to be able to fast find a client by hitting "F", for example, and go to the F last name clients instead of scrolling. Similar to QuickBooks customer lists, etc.
Me too !! So many times I've tried out of habit from using QBs
Anonymous
04-26-202303:11 PM
04-26-202303:11 PM
Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
PLEASE make it easier to select certain clients form the homebase view!!!! Either add a search engine or ability to type in last name letter and "jump" to those clients