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Kellie_B's avatar
Kellie_B
Partner
5 years ago

MYOB Portal Sorting and bulk reassign of Default Task Sender

WIth the MYOB Portal Dashboard we really need to be able to at a minimum sort by "Default task sender" but even better would be the ability to bulk reassign the "Default task sender" when an employee leaves or clients are reassigned to other managers.  Also currently the full Portal list does not display in Chrome or IE only the first 20 clients, the circle at the bottom of the page  just keeps turning but nothing more loads.   I have to use firefox and scroll through the whole list to idenify all the clients and manually change each one. 

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  • Jacksen's avatar
    Jacksen
    Valued User
    5 years ago

    I've also noticed a lack of 'features', I have requested a portal list export option for similar reasons.  Spending 5 minutes scrolling down for it to load just so i can CTRL+F and search for a specific property is inefficient.