EDIT DASHBOARD (REMOVE/ADD ITEMS or BOXES) IS THIS POSSIBLE?

January 30, 2017 no comments

EDIT DASHBOARD (REMOVE/ADD ITEMS or BOXES) IS THIS POSSIBLE?

1
CrazyDiamond

Hello, is there a way to edit the dashboard?  I don’t use most of the options it shows. I’d rather see all of my billing entries than blank squares of information.  Or, can I reside my billing square – it is in the bottom corner and like only shows a couple words of text so I have to open it completely just to get an idea of what I typed. Hope this makes sense.  Thank you in advance for your time.

Laura aka CrazyDiamond

Relevant Law answered
    1
    Relevant Law

    Yes.  Agreed.  😥

    Please add for feature request.  We use Clio and we are on Trial with Cosmolex and that was the first thing I noticed.  Should be able to see Recent Matters, and remove / add Windows.  We have no interest in Money Finder, Timekeeper.  In fact, we don’t want our Attorneys to see Unbilled XXXXX  either.  Most of what our firm does is Transnational (Flat Fee).

    Esther Peralta edited answer
    0
    David Seltzer

    Hi Laura.  At this time there is not a way to customize the pages or layout.  I can add a request on your behalf to have more flexibility to edit pages in the application and if a change gets made, we will let you know.  Thanks.

    David Seltzer answered
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