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    Hi Stacey, we can see how much time being able to customise the Quick Action menu would save, especially when managing a large portfolio of clients.

    This idea has been moved to Gaining Support so our product teams can understand the interest in this feature. We’d love to hear what other actions or pages would you like to be able to pin to your Quick Action menu? Your input helps the community and shows the value of this idea.

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    Heather Bria commented  · 

    New Quick Actions widget on home page should be listed in alphabetical order and/or by actions so they are easier to get to. Current list appears to be by priority order, but quick actions are different for every user. Also would be good if you could resize this widget to make it larger.

    Heather Bria supported this idea  ·