Collapsible sections to reduce custom field space
With the use of filtering and custom fields for jobs and clients on various apps the job within XPM and now Practice Hub has become elongated.
It would be create if the custom fields could be stored within a collapsible section which could be opened when needed otherwise closed to show returns attached to the job without the need to scroll down.
The other option would be to move the custom fields to be listed down the left or right hand side of the main job details reducing the white space as mentioned in other posts.
This could be further extended to collapsible sections within the returns to tax type or year based allowing for better management of returns when not dealing with XPM or Practice Hub as the main management tool.
Gareth Neal
shared this idea
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