On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I could click on that client it expands to what's due (just like we can click on MED and it shows us the providers)
I could also sort by client and have the client with the most due at the top to work on first or vice versa.
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