default accounts tab with orion
When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?
20
votes
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J Hansen commented
Agreed! I am not a fan of having Orion always be the default screen to load under Accounts. It usually takes forever to load and I don't always want to look at performance first. I'd rather see the regular accounts tab first, then choose to load and view the Orion tab IF NEEDED.