Settings and activity
2 results found
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1 vote
Appreciate your idea, Craig. A client logo or image field would make it easier to distinguish clients at a glance and add a more visual layer to the client record.
Currently, you can attach files to a client, but there isn’t a dedicated image display option. I’ve moved this to Gaining Support so we can share it with our product teams.
Craig Bullock
shared this idea
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4 votes
Appreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.
Craig Bullock
shared this idea
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