I suggest you ...

Save Column Chooser settings for file>Client search (ctrl+L)

In the Client Search (Ctrl L) you can currently use the column chooser, but those settings are not preserved if you return to search.

If you are in the middle of creating a hub report, it is helpful to be able to pull up a client using Ctrl+L if they call or come in, without losing your progress in a hub report.

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    Anonymous shared this idea  ·   ·  Admin →

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