It would save time to have options to do certain things within a company record with one click rather than several. For example, to add a note or task you currently have to click ‘note’ then ‘add note’. It might seem lazy but I am adding notes all the time and it would be much quicker to have a separate ‘add note’ button within the record which would take just one click.
Oops!!!
Thank you Frank (for making me look silly). Sometimes the solution is too obvious to notice
Silly wasn’t my intention. I just know how it felt when I couldn’t find it myself. (head shaking)
Those ‘buttons’ aren’t very intuitive until AFTER you use them. haha 