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Status Released
Created by Guest
Created on Oct 30, 2023

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individuals/partnerships/companies would be much more user friendly

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    Rob Millen
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    Feb 5, 2024

    Hi Alison, this should now be possible, more improvements to the client list coming soon