Ability to filter and sort packages
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Kathryn Davis
Hi! I am trying to figure out a good way to see which client packages are about to run out (meaning they only have 1-2 more visits left). It would be great if there was a way to filter this in the package view! I see the client info, package, date created, appointments, and price, but there are no sorting options.
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Stacey Futterman Tauriello
would also be great to sort for non invoiced or unpaid as well!
Tyson Edwards
So ideally, you can see how many visits are left in the package and be able to sort by that?
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Kathryn Davis
Tyson Edwards: yes! or even be able to sort by expiration date would be helpful.