Sort owner statements by internal name

Planned

James from Elevate

• December 27, 2024 05:35

Under the "manage owner statements", I would like to filter them by internal name so that each and every month, they can be arranged in the same order rather than by "last saved" or "total". This allows me to follow a uniform process each and every month and also spot if I've missed out an owner statement based off my client list.

1

• Official comment

  

  Fidel

  • December 30, 2024 14:34

  Thank you for your feedback!

  We’re planning to update how we display the list of owner statements, along with other related improvements. These changes are coming soon.

  Cheers

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