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Plan sorting feature

Feature Request

It would be handy to have a sorting or filter feature in the “Investments and Plans” screen. A way to sort the plans into alphabetical order, by value, or by provider would be very helpful.

Area of the system
Posted by Adam Gifford ·
Status: Accepting Feedback1 comment

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Comments1

  • Paul Grant

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    Jul 27

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    Merged request

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    6 votes

    Sort Plans by Value

    New sorting option in the Plans page to sort by value (ascending/descending).

    Raised at the New BizWiz Roundtable event.