Hi, some of our clients have duplicated or imported obsolete clients from old lists and have now long list of old clients with no balances. To find out which one have transactions they have to go in and then and out of their clients dashboard to delete them, and so forth. Could it be possible to have a delete button on the client dashboard to delete the client and then go to the next one from the client dashboard?
I think it would make sense to delete a client from the client detail screen, but I would imagine it would be better following deletion to return the user back to the main client list.
I have documented this in our planner for further consideration.
In the mean time I suppose you could hold down CTRL while opening each client screen, this would open the client in a new tab on your browser and should eliminate the need to keep going back and forth.
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Great thank you, we will follow suggestion.