XPH - Add a "Partner" filter to homepage widgets
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
1
vote
PKF Perth
shared this idea
We can see how a Partner filter on the widgets would help practices with multiple partners focus on the work relevant to them, without the broader view feeling cluttered.
At the moment, filtering by partner is available in areas like Jobs and Clients, but the dashboard widgets don’t support that same level of filtering.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
