Interface / Navigation cleanup

4 months agoopen0

It would be nice to be able to get around the interface quicker. For example, when I’m viewing a project, I’d like to click on the client name to go to their CRM record. Same with if I’m viewing a message from them. Right now I have to click on CRM > Contacts > NAME. Adding links to most things so you can quick-jump to the appropriate thing would make everything a lot easier to navigate.

Client Portal Software Integrations