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11 results found

  1. It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"

    2 votes

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    0 comments  ·  client list  ·  Admin →
  2. I want to be able to star other people's clients as a favourite for me for instances where I need to keep an eye on them whilst they're on annual leave etc

    2 votes

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    0 comments  ·  client list  ·  Admin →
  3. The new look for dext is great, however it would be even better if there was a single client record for clients that have both prepare & precision accounts, allowing you to easily choose if you are opening that client in precision or prepare & making the client list more streamlined without filtering.

    1 vote

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    0 comments  ·  client list  ·  Admin →
  4. Good morning!
    I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.

    3 votes

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    0 comments  ·  client list  ·  Admin →
  5. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    5 votes

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    1 comment  ·  client list  ·  Admin →
  6. With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list

    5 votes

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    0 comments  ·  client list  ·  Admin →
  7. Ability to see the number of documents in each client's Inbox for the New My Clients list UI

    1 vote

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  8. It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard

    2 votes

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    0 comments  ·  client list  ·  Admin →
  9. Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client

    1 vote

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    0 comments  ·  client list  ·  Admin →
  10. Ability for Admin Users to download all of their clients even if they don't have access/visibility to them.

    1 vote

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  11. Feedback from a partner: "Following the release of the multiuser merge function one of our clients has come to us with a question. They were on a call with one of our internal members of staff a few weeks ago and when sharing screens have noticed the Dashboard view on our internal practice.

    They would be keen to explore this option from a client perspective – basically they have about 60 entities in total and would like to be able to view these at a Dashboard level – I appreciate prior to the multiuser function this would likely not be…

    0 votes

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    0 comments  ·  client list  ·  Admin →
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