Easier navigation–include hot links and search bar

1 month agoopen0

It would be a lot easier to navigate around if things were hot linked. For instance, if I’m viewing a project, I should be able to click on the client name to go to their CRM record. A search bar for clients and projects at the top of the interface, perhaps next to the plus button or in the left-hand nav bar, would also be really nice for quick-finding stuff.

Client Portal Software Integrations