jseabaugh Newbie

I'm very interested in this topic, too. I'll keep searching for other answers on this site, but please speak up if you've cracked this nut. We would like to make client-specific documents available to our clients in the Customer Center, but I'm having a tough time configuring the Customer Center so that files are even…

The long hierarchy is also an issue for us for Customer records on the global search and on tracking time. I would love for someone to find a solution to this! I did just try setting "only show last subaccount" (subentity and subitem, too) in various configurations. I logged out and back in after changing my preferences…

OK, thank you :)