XPM Clients tab
In the new Clients tab, to have the ability to customise where the details are showing in the Information tab.
For instance, the Referral source (which we do not use) is currently showing at the top of the screen, whereas the IRD Number which is needed have to scroll down to view.
Judy Watson
shared this idea
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Rachel McCoy
commented
I agree. I've noted this on another suggestion too.
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Carole Smith
commented
For clients other than an individual, the CLIENT section at the top of the page only includes the Referral Source. It's 'nice' to have the referral source listed, but its certainly not what I need at the top of the page. Please move the referral source to the bar on the right so that, if there is nothing else in the Client information section, then Business becomes the first thing on the page