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March 2019
March 2019
-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.
March 2019
March 2019
Hi @MKosoof
Thanks for letting us know about this. Your feedback is appreciated.
The ability to sort/resort the My Favourites list would be very useful. I will log this as an enhancement request for you.
August 2019
August 2019
I was wondering this as well!
I originally added all my clients in one fell swoop so they were in alphabetical order, but now I've just added a new one and it's stuck firmly out of order at the top of the list.
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