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Status In Discovery
Categories Client Management
Created by Craig Thornton
Created on Oct 4, 2023

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.

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1 MERGED

Sort by surname

Merged
There is no seperate surname field and therefore I cannot sort by family members.
Chris Smith over 1 year ago in Client Management 1 In Discovery