filter by client group
IN partner hub, would be good if can filter by CLIENT GROUP, in XPM it was possible but only from the screen in GROUPS to save a sticky one at top, can we get column in clients that links the group so we can helicopter the whole client view quickly as my 1st bookmark its' where I start.
But the filter also needs to be by PARTNER/TEAM so that I can see mine not just the whole firms.
What is total client WIP, all jobs for the client, all invoices across client group
James Dolahenty
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