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Status Released
Categories Client Management
Created by Guest
Created on Jun 6, 2023

Save what the client list is sorted by

Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have to keep going in an increasing it from 15 to 500?

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  • Andrew Baker
    Reply
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    Feb 8, 2025

    This facility does not seem to be working - each time I go in to search for a client in the various tax return stages it lists the clients in a random order - if I save thie clients in alphabetical order or reference order I would like this to save permanently on my account with the ability to change it only if I wanted to !

  • Admin
    Rob Millen
    Reply
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    Feb 16, 2024

    This will be possible soon, thanks for logging!