Home page in web view needs EDITABLE Tasks and Favorites
The home page in web view has what would be a convenient list of "Tasks", except that most of the things listed there are things I never do. Why not make this list editable, as it is in database view? One of the best efficiency features of database view that keeps me going back there is the versatility and usefulness of the Home screen. You can add all your most common tasks, AND favorite Reports, Queries, etc. We will need to see Home become much more customizable like this before we're able to say "goodbye" to web view for good.
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Casey Richey
- Dec 19 2023
- No Status
Related ideas
I agree and would add the newer home screen item of "Closing Assistant" is an example of something that is not helpful (to me). This is something that is done not at a monthly at most basis for most clients, why would this be on a home screen. I encourage BB to talk to users of the system to understand what is really needed there or to allow users to modify it (or uncheck areas) that don't apply or they don't want on a home screen.
Would love to be able to add links to favorite reports and queries to the Home page, especially for managers who are not accountants and only log into FENXT to view reports and dashboards.