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September 2019
September 2019
How do you change the All Clients Overview, to just Clients added to My List?
We want to be able to filter by the clients added to My List, so the right hand preview below shows all the clients you have added to My List. We don't want to have to click into each client one-by-one, we want the same list displayed for all clients, filtered by only clients in My List.
September 2019
September 2019
Hi @JPH
At this moment there is no way to filter this by only the ones on your list, you will need to do this one by one.
I will pass this on as feedback for future changes to the Dashboard.
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