Feature requested
What feature would you like to see in QuickFile?
Show the current default sales category for each client on the Dashboard client Management screen
Typical use case
How would this feature be used?
So you can see at a glance what default sales code each client has
How I would expect it to work
In its simplest form as a read only field but ideally as an amendable and sortable field on this screen view so this default setting can be easily checked and amendments quickly completed.
To understand how this may work for users, provide some details of how you think it would work. This is completely optional, but it helps our team understand what you are looking for.