Practice tools | Client lists - Hold saved filter even after switching tabs
In XPM have on the Clients tab the ability to save a filter and it does not reset when switching tabs. E.g. Client list using a filter that equals a "Partner", so the relevant Partner can see only their clients in the list. If this is difficult because of the multiple filters that may have been setup, then make it so the last filter used applies until you change the filter. It works on the Jobs tab where you can select a Partner filter which appears to be setup a different way. If you can get it to do the clients like the jobs this would be great.
Kathy Jones
shared this idea
Hi community, thanks for feeding back on this with is here. We appreciate how holding client list filters as you navigate and work in your practice is useful and have released an update so now saved filters persist across navigation and logins.
If you apply a saved filter, move away, and come back - it’ll still be there.😊
