Option to filter out archived clients under Properties
T
Tiffany Vessey
Location: Practice Settings > All client settings > Properties
Issue: Archived clients show up on this list and cannot be filtered out
I want to suggest adding the ability to filter the client properties list by active/archived. Accountants don't normally edit properties for archived clients.
Grace Lewis
Merged in a post:
Properties: Filter out archived clients
J
Jessica Fox
Currently the All Client Settings - Properties list includes clients that have been archived. This makes it cumbersome to bulk edit properties.
If would be great to remove archived clients from this page or at least be able to filter them out.
A
Ashley Eaton
Yes, agreed!
J
Joy Chumley
Yes, I was coming here to add this! This would be so helpful if we could choose to see active clients only when we are editing properties.