JPH
6 years agoExperienced Partner
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.