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Settings and activity

7 results found

  1. Archived tasks should not appear in the Insight reports

    2 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Cynthia Perez shared this idea  · 

  2. Add Primary Client Name to Task List

    4 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Cynthia Perez supported this idea  · 

  3. Not On Recurring Payment Report

    6 votes

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    0 comments  ·  Insights » New Report Requests  ·  Admin →
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    Cynthia Perez supported this idea  · 

  4. Workload dashboard, sort it 2 ways by client in addition to by user

    2 votes

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    0 comments  ·  Insights  ·  Admin →
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    Cynthia Perez supported this idea  · 

  5. YTD Revenue Should Include Clients Marked "Inactive"

    10 votes

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    2 comments  ·  Insights » Enhancements  ·  Admin →
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    Cynthia Perez supported this idea  · 

  6. Client doesn't see the folders I create unless I add a file in it

    18 votes

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    1 comment  ·  Insights  ·  Admin →
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    Cynthia Perez supported this idea  · 

  7. The new "Files" format is a downgrade.

    33 votes

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    16 comments  ·  Insights  ·  Admin →
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    Cynthia Perez supported this idea  ·