Ability to Sort Columns in Balance Swap
We are having a tough time making our balance swap an efficient process. It would help tremendously to be able to sort any of the columns in the "Balance Swaps as Needed" section. Being able sort the "account to" and "account from" columns would be amazing, but all of them would be great. Thanks
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Barb Charney commented
Adding check boxes to only select two accounts at a time would be extremely helpful. We have 30 investment accounts and 6 checking accounts and being able to look at two accounts at one time instead of all accounts would be ideal.
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Barb Charney commented
I really agree with this idea. We have so many funds and have several investment accounts that this would be beneficial. Also it would be nice just to filter by account to or account from.