Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
5
votes
Anonymous
shared this idea
Hi everyone,
Thank you for voting.
This is on our roadmap, and we will notify you once we have an update.
Best regards,
The Dext Product Team
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Gael Kombe
commented
The ability to have a search filter for clients by the industries that were chosen when creating clients in the practice client page.
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Jo Turner
commented
Flag clients who may be on hold within the firm