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Work Views in Intuit Practice Management shows as a pop out menu

SOLVEDby IntuitUpdated July 13, 2022

When viewing your saved Work Views in Intuit Practice Management powered by Karbon a pop-out menu appears instead of a dropdown list when there are more than eleven saved Worked Views.

If you prefer a dropdown menu instead of a pop-out menu reduce the number of saved Work Views to 11 or less.

To reduce the number of saved Work Views:

  1. Select Work in the left pane
  2. Select the down arrow in the top left of your Work view to review your saved Work Views.
  3. Select a saved Work View that you no longer need.
  4. On the right select '...' to view the Options menu.
  5. In the Options menu '...' select Delete
  6. Repeat steps 1-4 until you have eleven saved Work Views or less.
  7. Log out of Intuit Practice Management.
  8. Log in to Intuit Practice Management, there will now be a dropdown list of saved Work Views.

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