Conversations - filter by adviser, client, sort by date, & search

Currently the conversations with clients is a bit of a random, jumbled up mess if I’m honest. It’s difficult to find anything and go back to recent conversations.

Please consider adding features such as filter by adviser conversations, filter by client, sort by date and most recent, and a search option.

Some way of grouping the conversations with the same clients would be great too, rather than the way it currently is.

Area of the system
Clients

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Date

30 days ago

Author

Ricky Chan

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