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220 VOTE
Status Completed
Categories Reporting
Created by Guest
Created on Jan 4, 2019

RELATED IDEAS

Store "Customize Grid" selections

When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! When you customize the grid in any report (including the client list) your selections will stick! No more having to reselect your preferences every time you navigate to that page! Please note that this is browser and device specific. Example: You made selections on a laptop. Those selections will not appear on your iPad. Selections will erase after clearing your browser cache as well. Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
  • Attach files
  • Guest
    Reply
    |     Sep 16, 2020
    Also, when you go back from another screen, to have it return to the page number you were on of clients, not go back to the beginning each time.
  • Guest
    Reply
    |     Aug 5, 2020
    It would be super helpful if when I change the number of "items per page" that it would stay that way. It's really inconvenient to have to continually return to the bottom of the page to change it again after clicking on each client.
  • Guest
    Reply
    |     Jul 27, 2020
    Make Client ID a default column setting when clicking the clients tab. It is super frustrating that 43 people have agreed that client ID should be searchable from the global navigation bar and that keeps getting declined, it should at least be a default setting when clicking clients. (It already is for archived clients). How is it that "Total Kept Appointments" seemed like a more relevant search feature than Client ID??
  • Guest
    Reply
    |     Jul 27, 2020
    On the client tab when you us the customize grid it would be nice if you could save it the way you want to.
  • Guest
    Reply
    |     Jul 14, 2020
    I would also like to be able to customize my client grid, and have my selections stick when I navigate away from the screen. Everyone is going to have different preferences for what they view on their client grid!
  • Guest
    Reply
    |     Jul 6, 2020
    I would like my client list to default to client name, intake date, and primary payer.
  • Guest
    Reply
    |     Jun 22, 2020
    Make customizable grids savable so we don't have to reenter it everytime
  • Toni Aswegan
    Reply
    |     Jun 22, 2020
    Yes, this would be wonderful! The customize grid option is almost more irritating that useful without this option. Would greatly appreciate this feature being added!
  • Guest
    Reply
    |     Jun 19, 2020
    I would be nice to able to save the client "customize grid" on one setting. I changes every time i leave the page.
  • Guest
    Reply
    |     Jun 19, 2020
    the customize grid that it can be set once and don't have to change it every time we get out of the screen.
  • Guest
    Reply
    |     Jun 15, 2020
    This is definitely a great function, but I agree that we need the option to save our grid customization. Right now, as soon as you leave the screen, it reverts back to the default grid. I have stopped using it because it becomes very annoying to have to reset it every time.
  • Guest
    Reply
    |     Jun 9, 2020
    Let us customize and save ! I want my full screen available and don’t want to keep saving w every click
  • Guest
    Reply
    |     Jun 6, 2020
    I would like to be able to determine which things I see regularly on the client list. I like the customize grid setting but it is cumbersome to have to keep resetting it each time I look at one client, then need to see the information for a whole group of clients.
  • Guest
    Reply
    |     May 20, 2020
    Yes, please give an option to save customizations for the client grid. Could you also place a copy of the buttons to navigate client pages to the top up the grid, as it was before? Having those navigation buttons in both places is really helpful.
  • Guest
    Reply
    |     May 17, 2020
    I want it to save my choices for what shows in the client grid so when I direct away from and return to the page, the options selected previously are pre-selected!!!
  • Guest
    Reply
    |     May 8, 2020
    Yes, please fix the issue, this is a no-brainer. What if you had to set your watch every morning when you wake up?!?! Besides the software is good and I'll bookmark the page until there is a fix. Good Luck
  • Guest
    Reply
    |     May 1, 2020
    The ability to filter and save on the client list would greatly appreciated. Please make it so we can search by the client ID in the top search bar again. It is horrible that that feature was removed.
  • Guest
    Reply
    |     May 1, 2020
    With the new client list update. It would be nice to be able to set the filter, and it would keep based on the individual wants. Like the calendar has the apply and save filter option.
  • Guest
    Reply
    |     May 1, 2020
    ability to filter and Save chosen filters on client page so that when it refreshes it has saved the filters that I check
  • Guest
    Reply
    |     Apr 30, 2020
    I agree. I don't like having to change it every time I go in there.
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