Re: partner Dashboard

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JPH
Experienced Partner
26 Posts
Experienced Partner
Australia
Experienced Partner

26Posts

541Kudos

0Solutions

Re: partner Dashboard

How do you change the All Clients Overview, to just Clients added to My List? 

All clients.PNG
 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.

 

compliance.PNG

 

1 REPLY 1
Em_P
MYOB Staff
358 Posts
MYOB Staff
Australia
MYOB Staff

358Posts

80Kudos

55Solutions

Re: partner Dashboard

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.

 

 



Best Regards,

Em P
MYOB Partner Support Specialist

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