Customizable Client Overview Page




  • Official comment

    Hi Jan Barton,

    Happy to see you're pleased with the recent change! This happened in our patch release on November 19. From now on, the Client Notes tab will remain first in the horizontal list and open by default. 

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  • Hi Jan Barton, 

    Welcome to the forum and thank you so much for your suggestion! We will have our product team look into it for future roadmap consideration. 

    In the meantime, please continue suggesting features you would like to see us develop!


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  • Avatar
    Jan Barton


    I wanted to share that as of this morning (Nov 20th) the Client Notes tab is now first in the list.

    It's not clear how this change happened but it would be great if it could remain.


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