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Level 3
February 12, 2024
Discussion ongoing

Sorting the client list by the appointment date

Related products:Lacerte
  • February 12, 2024
  • 1 reply
  • 6 views

We can edit our view of the client dashboard to include the Appointment Date for viewing.  However, we cannot currently sort that column like we can the client name or custom filter or almost all of the other columns.  Although we can print a schedule from the appointment manager, being able to sort on the dashboard would provide the ability to make updates to like clients more quickly.  

1 reply

Level 7
February 12, 2024

Thanks for the idea to be able to sort the client dashboard . We are changing the status to "Open for voting".

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