01-23-2023 01:22 PM
On the newly updated customer page on the left side panel where you can pick each section and be quick casted there, the only way to quickly get back to the main screen with all the customer information is to hit the return to top button at the bottom,
My suggestion would to make the word "Customer" that is already in the right hand panel a hyperlink to act in the same way as the return to top of page button.
I would find this incredibly effective and efficient, all morning I have been going through accounts doing accruals and it would be nice to be able to click within that same side panel I'm using to navigate to get back to the main page without having to go across the screen to do so.
I know this may sound trivial but I hope admins will understand its not so much so.
Thank you!
01-24-2023 05:31 AM
Phase 2 of the redesign will solve your problem, although not exactly in the way you're describing. You'll see soon
01-23-2023 05:27 PM
Hi @DWK55 -- nothing that creates efficiency is trivial, you should post this on the ideas page and repost here so we can upvote this!