Client search option in Task Manager : InvestWell Helpdesk

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Client search option in Task Manager

Mehul Shah

started a topic about 4 years ago

Please provide client search option in task manager

3 Comments

Ifa.darshini

said about 4 years ago

Yes, this is the most required feature as most of the times we use the software to search client. and it takes 4 clicks to reach the client portfolio, which otherwise should be one click option.

Anuj Jain

said about 4 years ago

This has been implemented now. Client name column can be searched now.

Regards

Anuj Jain

Suresh P Vithlani

said about 4 years ago

CLOSED LAPSED BIRTHDAY FROM LIST TO REDUCE THE REPORT LENGTH