Settings and activity
2 results found
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142 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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Judith Partridge
supported this idea
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152 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
An error occurred while saving the comment Judith Partridge
commented
This would be such a great help, as i know i have notes everywhere, and sometimes lose them. If i was able to have them on the clients and able to see them as soon as i next log in and deal with them as soon as i log in would be a great help.
Judith Partridge
supported this idea
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Yes i agree that there should be a way to set it for them so that they don't become to overwhelmed.
I have a couple of clients that would benefit from having the full dashboard and the rest would just need half.
But how i run my business, I have a lot of full service clients, so to have a full dashboard would work so well for me.