QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Please enable Client and Project Folders and Filters by Business. I need more support in organizing my list on this page.

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  • fcb
    fcb Member ✭✭✭

    I'm currently testing to see if QBP fits. So far, it seems on the right track, although there are certainly lots of places to improve.

    One of the more annoying issues is the inability to filter based on which Business's info is showing, i.e., in my test case, there are two. I do think lumping "Clients & Projects" under the single Business section in the sidebar makes sense for the typical QBP user use case. However, on the Invoices or Projects & Clients screens, all are listed together, and there is no way to see which business they belong to. That needs two options. First, add a column to show which Business. Second, add a filter somewhere on that screen to isolate/focus.

    There are additional helpful things to add, like a hierarchy in the lists. And, add a way to see a list of projects in table form. It is currently obscure to get the actual individual Project screen. And once there, there is no way to see which Business it belongs to, unless you hit edit. That's not a normal UI.

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