New Client Insights needs more filtering capability
The new Client Insights section, I clicked in today from the newsletter, would be good to be able to filter by Client Partner/Manager as we can currently see all clients in the practice with no ability to filter.
Erin Marney
shared this idea
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Michaela Zein
commented
It would also be great to filter by active clients. All clients we have ever dealt with, are on the list.
Personally, I would prefer the Bank reconciliation status to say either how many unreconciled items there are, or the value of the unreconciled items. Unmaintained, out of date, out by very high percent are not very helpful when we only process clients monthly or even quarterly. Number of items at least gives us an idea of how much work needs to be done. -
Sarah De Beer
commented
I'd like to see a filter by client group as we are a specialist department and add our clients to a group just for our department.
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Susan Gooley
commented
Could we also have an ability to filter by the only the clients a person looks after? So you could see just the clients you work on and not practice wide.