Skip to Main Content
Status Potential for future consideration
Created by Guest
Created on Jul 9, 2024

Make the client selection window menu a DROP DOWN type

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the ability to also type in name/number to filter and select. An example of the benefit is if we want to go through and check balances, or anything that we want to go through and do or check for our entire desk, currently it could be easy to overlook a client/group depending on how many your desk has (or you have to have a client list open for reference). it





  • Attach files