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Is it possible to manage existing Allocation Favorites?
It would be very helpful to sort, edit, or rename the items in the favorites list.
Solved! Go to Solution.
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@tmallardi To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.
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Good Morning,
Here are the options for the allocation favorites:
To create a Favorite Allocation:
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Thank you for the additional guidance.
Is there is an area to submit a feature requests?
It would be very helpful to sort or rename the favorites.
Thank you
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@tmallardi To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.
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@tmallardi To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.
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@leedau has this been solved yet? It takes me now 2/3 minutes to find the right account in the first place and would save me a lot of time to speed this up as i need to do hundreds of expense lines.
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@MelanieT do delegates have the ability to set up allocations for the person they are a delegate for?