Store "Customize Grid" selections
When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.

We’re excited to let you know this suggestion has been implemented! When you customize the grid in any report (including the client list) your selections will stick! No more having to reselect your preferences every time you navigate to that page! Please note that this is browser and device specific. Example: You made selections on a laptop. Those selections will not appear on your iPad. Selections will erase after clearing your browser cache as well.
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Pamela Newman commented
Also, when you go back from another screen, to have it return to the page number you were on of clients, not go back to the beginning each time.
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Krystal Guffey commented
It would be super helpful if when I change the number of "items per page" that it would stay that way. It's really inconvenient to have to continually return to the bottom of the page to change it again after clicking on each client.
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Haley C commented
Make Client ID a default column setting when clicking the clients tab. It is super frustrating that 43 people have agreed that client ID should be searchable from the global navigation bar and that keeps getting declined, it should at least be a default setting when clicking clients. (It already is for archived clients). How is it that "Total Kept Appointments" seemed like a more relevant search feature than Client ID??
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Jessica Rock commented
On the client tab when you us the customize grid it would be nice if you could save it the way you want to.
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Mira Cummins commented
I would also like to be able to customize my client grid, and have my selections stick when I navigate away from the screen. Everyone is going to have different preferences for what they view on their client grid!
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John Johnson commented
I would like my client list to default to client name, intake date, and primary payer.
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Renee Lindquist commented
Make customizable grids savable so we don't have to reenter it everytime
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Toni Aswegan commented
Yes, this would be wonderful! The customize grid option is almost more irritating that useful without this option. Would greatly appreciate this feature being added!
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Andre Campbell commented
I would be nice to able to save the client "customize grid" on one setting. I changes every time i leave the page.
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Jesse Ocegueda commented
the customize grid that it can be set once and don't have to change it every time we get out of the screen.
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Jeffrey Gowing commented
This is definitely a great function, but I agree that we need the option to save our grid customization. Right now, as soon as you leave the screen, it reverts back to the default grid. I have stopped using it because it becomes very annoying to have to reset it every time.
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Terri Russell,LAC commented
Let us customize and save ! I want my full screen available and don’t want to keep saving w every click
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Linda Craddock commented
I would like to be able to determine which things I see regularly on the client list. I like the customize grid setting but it is cumbersome to have to keep resetting it each time I look at one client, then need to see the information for a whole group of clients.
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Ashley Hatmaker commented
Yes, please give an option to save customizations for the client grid. Could you also place a copy of the buttons to navigate client pages to the top up the grid, as it was before? Having those navigation buttons in both places is really helpful.
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Laura Sander commented
I want it to save my choices for what shows in the client grid so when I direct away from and return to the page, the options selected previously are pre-selected!!!
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Jeffrey Cooper commented
Yes, please fix the issue, this is a no-brainer. What if you had to set your watch every morning when you wake up?!?! Besides the software is good and I'll bookmark the page until there is a fix. Good Luck
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Shayla Hall commented
The ability to filter and save on the client list would greatly appreciated. Please make it so we can search by the client ID in the top search bar again. It is horrible that that feature was removed.
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Cody Williams commented
With the new client list update. It would be nice to be able to set the filter, and it would keep based on the individual wants. Like the calendar has the apply and save filter option.
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Lara Schaible commented
ability to filter and Save chosen filters on client page so that when it refreshes it has saved the filters that I check
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Patrick Milloy commented
I agree. I don't like having to change it every time I go in there.