990Tracker Dashboard Filters

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

It would be nice to have filters on the dashboard for things like year-end, client name, due date, etc. to easily be able to see all clients with a 6/30 FYE, or all clients with "school" in the name. Or all clients that have a 5/15 due date on any of their returns.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

This would make it easier on the admin-side of things for tracking purposes: Easier to look at a specific FYE list to make sure all the clients have been rolled from the previous year. Filtering by due date to confirm all extensions have been filed. If multiple clients have similar names, being able to have all of those clients on the dashboard at the same time to compare basic details.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Any admin-type roll. As well as probably managers and above.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

By adding a filter to the 990Tracker dashboard that stays in place until you click a button to clear it. (ie, put the filter on and be able to open up a return and then go back to the dashboard and keep working with the same filter in place to go to the next return.)