It would be great to customise the client view so that I could see who all my contacts are for every client. Having this view would help me ensure that for all my contacts I have all the information I need or identify gaps in my records to ensure this information is up to date. This will also help with task creation.
It would also be great if we could save these custom views for later reference so we can save all our PAYE/VAT etc client lists without having to keep going though filters to recreate these.
Would also be fantastic if we could have the ability to chose which columns we want displaye on the client list.
Thank you for taking the time to log this idea - we are currently working on a new client list that will provide this functionality.