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Level 2
February 15, 2024
New

Sort & Filter Intuit Link

Related products:ProConnect
  • February 15, 2024
  • 0 replies
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We need a column that shows who the assignee is to the client in the Intuit Link screen as well as the ability to have sort and filter options on the columns.  This needs to be multiple sort and filter columns.  For example, I would like to filter for an Assignee (me) and filter within that by Status or some other column.