Make the prospective client list a customizable grid and make it printable.
The prospective client list would be more functional and easier to use if the grid was customizable and you could export the list for the purpose of printing it.
1
vote
Julie Brown
shared this idea
A portion of this feature request was able to be completed on our 9/6/23 release of now having the option to export the prospective client list as a CSV or PDF download.
-
Julie Brown commented
Exporting to print is very useful. Can we get a customizable grid? The assign staff and location fields are not useful to me, but they maybe useful to others. I would like to be able to delete fields I do not need, when I export it to print it.
Thank you for this update. It is very helpful.