Add or edit client details from Overview

It would make things more efficient if we could add client details from the Overview screen. Click into the Client and it would take you to the central location where the client information is stored. Right now we have to leave the project, go to Contacts, find the contact, add the details or notes and then go back to the Projects, find the same project and then go back to the overview. Seems a bit messy to add a phone number or change a piece of an address that someone mis-typed.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

About 2 months ago

Author

Deanna Corbitt

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