XPH Client record - Add a counter to the Documents tab
Please add a counter to the Documents tab in the Client window, same as the counter for Jobs, Quotes, Invoices and Notes. A counter appears only when you have opened the Documents tab.
1
vote
Jonathan Amos FCA
shared this idea
Thanks so much for sharing this idea ✨ — it’s a really helpful suggestion.
We can see how having a visible counter on the Documents tab, like you already do for Jobs, Quotes, Invoices and Notes, would make the client record easier to scan at a glance.
We’ve now opened this idea up for other community members to vote on and comment on as well, so we can better understand how much interest there is from the wider community. Thanks again for taking the time to share your feedback with us.
