Skip to main content

I want to create a work view that shows the clients managed by a particular colleague. When I filter by Client Manager, it will not allow me to show the Kanban view by Client.

Does anyone have any input for me.

Thank you. 

@max How do I comment the link here?

 

Voted!

Hi @Susan Vigil, I cannot seem to use the “Client” column feature at all. It’s always gray. Are you able to use the client column setting with other reports?

@leigh is this something support should look into?

 

Hi @max, I created a work view for Client Owners and I could view it using the column Client.  But when I filter by Client Manager, the option to view by Client is grayed out.

Look at that… I think it’s programmed that way.

If you put in a feature idea to change it, comment the link here and I will vote for it. 😀

Reply


Badge winners

Show all badges
Terms & ConditionsCookie settings