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Tax Grappler
Level 1
January 23, 2025
New

Default settings for client view in ProConnect dashboard

Related products:ProConnect
  • January 23, 2025
  • 0 replies
  • 1 view

It would be great if there were settings to adjust the default views in the ProConnect client dashboard. Each time I log in, the list is limited to 20 clients, and I don't believe it sorts by name by default. It would be nice to be able to establish those settings so the same view came up each time by default.

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