Client Gain/Loss Details

David Kelso

March 30, 2017 14:01

Completed

I get asked a lot about client gain/loss details and where to locate that information. When we rewrite the Client pages for v9 views and formatting, can we consider surfacing that on the 'all client details' page as its own tab or within one of the tabs that exist? It seems more intuitive for folks to navigate there for those details.

Date Votes

4 comments

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Michelle Harris October 10, 2018 10:26

This will be done when the Client Gain/ Loss page is put into V9 format

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Michelle Harris April 22, 2020 08:33

This is planned for 9.8

We will look to put an Extras tab onto Client Details to show other client data pages the user has permission to

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Holly Boullion July 28, 2020 19:04

This will be a good update, as it is not intuitive to find it in its current place. What is the ETA for 9.8? Sorry if I should know that...

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Michelle Harris July 29, 2020 15:20

Hi Holly

The current timescale if for November sometime.

Thanks

Michelle

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