Click Clients

0 Votes
When in the "click" why can't we go to client profile directly? Instead we get a pop up of the client information. This isn't efficient for entering notes. You have to go to contacts and look up the client and then enter notes. It is very time consuming. It was better when you can click on the clicked client and leads straight to profile and to notes.
2 Comments
Administrator
Status changed to: Open Questions

Hi @armana1. To confirm, are you speaking about the Contact Details overlay that is accessed through the reporting? If so, you can click the Edit Contact button that will bring you directly to the contact profile so you can enter notes.

 

contact-details-overlay-RN2.png

 

 

Administrator
Status changed to: Closed - No Action

Thank you for taking the time to post in the Community. We haven't heard back from you so we are going to close this idea. This doesn't mean that we aren't listening to your feedback! If you would like to continue the conversation, please feel free to reply here in the Community or vote on any of the other open ideas to let us know what you would like to see.