accounts watchlist user specific
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
2
votes
Kate Hardy
shared this idea
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Freya Pieroz
commented
This would be incredibly useful - there's accounts that I keep an eye on as a bookkeeper that are completely different to the ones that my clients want to actively watch, and so my clients' dash watchlist is clogged with my watched accounts and mine is clogged with theirs!
(As long as we don't remove the capability to have organisation-wide watchlists, since I also have clients who want to keep an eye on various accounts, but need me to set that up for them)