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Status Released
Categories Client Management
Created by Doug McAdam
Created on Aug 29, 2024

Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundreds of clients, that is so annoying, or at least in my case change my default to 500/all clients.

I change all client ID to prefix "Z" when inactive so they are at the bottom. Because of their name, they are now at the top. over a year that is a lot of wasted time on changing the view to client ID and 500clients.

#2) customise the columns on the client LIST view.

I have a medical practice with 15 present partners plus past ones, It would be helpful to see the date the relationship started and ended.

Plus I can hide columns I don't need daily Email, Phone etc.

Thanks for listening.

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  • Admin
    Rob Millen
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    Aug 29, 2024

    Thanks Doug, most (if not all) of your asks will be covered by a feature change due shortly. We'd love for you to be part of the pilot phase and for you to get early access to the changes. Please confirm if you'd be interested.

    Best wishes, Rob