Settings and activity
2 results found
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13 votes
Hi Christine, thanks for sharing this suggestion. When working through longer client pages with multiple tabs and custom fields, it can be easy to lose sight of which client record you’re in. A sticky header that keeps the client name (and possibly reference code) visible would help keep that context in view and reduce the need to scroll back up to confirm details.
At the moment, you need to return to the top of the page to re-check the client information once you’ve moved further down the record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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PKF Perth
supported this idea
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16 votes
Hi everyone, it’s helpful to hear that the Activity Statements widget could do more to support quick oversight. Being able to filter by Partner or Manager and click through to those filtered views sounds like it would make it much easier to stay on top of workloads and keep deadlines visible across the practice.
For now, a good option is to run the full Activity Statement report and use the filters there to drill into specific staff portfolios.
I’ve moved this idea to Gaining Support so we can keep track of interest and help our product teams see the value of adding more interactivity and staff-level filtering here.
An error occurred while saving the comment PKF Perth
commented
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
PKF Perth
supported this idea
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Tax manager
Would be nice for the filters to be sticky - its a pain when we change filter to Partner and then click another area and come back its back to all clients again. This is wasting a lot of partner and staff time.