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Custom Client List

I highly suggest being able to save custom views in the client list. We would like to be able to show different columns for different views. For example, our accounting group is interested in seeing different columns for clients than our tax group. The client list could be the same, but each are interested in seeing different information for different reasons.


  • Mike21300Mike21300 Posts: 2

    In addition, the columns should be adjustable in width rather than a fixed width. This will allow greater use of the screen and not waste column width on a category of information that does not require much space or truncate other information that needs greater number of characters to be displayed.

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