Forum Discussion

JPH's avatar
JPH
Experienced Partner
6 years ago

Re: partner Dashboard

How do you change the All Clients Overview, to just Clients added to My List? 


 We want to be able to filter by the clients added to My List, so the right hand preview below shows all the clients you have added to My List.  We don't want to have to click into each client one-by-one, we want the same list displayed for all clients, filtered by only clients in My List.

 

 

  • Em_P's avatar
    Em_P
    MYOB Staff

    Hi JPH

     

    At this moment there is no way to filter this by only the ones on your list, you will need to do this one by one.

    I will pass this on as feedback for future changes to the Dashboard.

     

     

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