MKosoof
6 years agoContributing User
Practice Online - can't change client order on "My List"
-sorry not sure if this is correct blog for Practice Online-
Currently, "My List" displays your clients in the order that you add them to this list.
So originally I went through our practice list alphabetically and added my clients to My List.
However, I want the clients that I do the most work for to be up the top of the list for ease of use.
Therefore, I had to delete out all the clients and add in order that I want them displayed, which is very frustrating. (heaven forbid a new client comes in and I have to do it all again!)
Please upvote if you agree this would be a good fix.
Thanks.