Question

Client list per Accountant

Cheryl Te'o
Rank

Hi Team,

Is there a way to easily sort "client list" by Accountant. 

So if I wanted to find out, who are all John's clients? who are all Paul's clients? who are Sally's clients? 

Thank you

Cheryl

3 replies

Victoria Peters
Rank
Userlevel 7
Badge +10

Hi @Cheryl Te'o 

I have not found that we can sort the client list by Accountant.  The closest I have been able to get is to create a dashboard filtered by client owner or client manager or by colleagues involved.

If you have not done it already, this is a great feature idea to submit.

Stay Curious
max
Rank
Userlevel 7
Badge +19

Hi @Cheryl Te'o. Welcome to the Karbon community!

If you export your clients, you can sort them in the resulting spreadsheet by Client Owner or Client Manager. It’s not ideal, and takes a few extra steps, but at least you can get the information out.

Here’s a screenshot:

Does that help at all?

respect humans | continually improve
kylenecarse
Rank
Userlevel 6
Badge +10

@Cheryl Te'o We have the same struggle!  I posted a feature request on this a while back.  Here is a link to upvote if you think it’s same situation! 😃

 

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