+7

60-Day search limit.

Todd Crutcher 1 month ago in Client Module 0

The New UI took a step back with the Client profile > Billing > Invoices tab. In the old UI you would automatically see all open invoices. Now you have to search for them, and you are limited to only searching 60-days at a time. There should not be any limit on the timeframe that you can search. This 60-day limit makes this tab way less functional and makes it way harder for someone to see a clients account status. This 60-day limit should be removed.

This same 60-day limit is being imposed on the Notes & Tasks > Notes tab, and both the SMS & Email Logs. This causes the same issues as above.