Fix the navigation between the client screen and the account list.
1) I drill down to an account from the account list, which is page 4 of my account list, all the way down at the bottom.
2) I do my stuff---deals, pending, so forth--in the account profile page.
3) I navigate back to the account list, but now, I'm transported back to the account list page 1, top of the page.
Suggestion: fix the navigation to take you back to the precisely same place, exactly on the page, where you were before drilling down.
While we think is a fine idea, for the time being we recommend that you use your browsers right click feature and open the account in a new tab or window if you must use the list. Once you complete the work, you can close that tab/window and your list will remain where you left off.
Ultimately the search bar is the best place to find accounts that you know you need to work with, but we do understand that some people find lists to be a better visual representation.
Please don’t hesitate to give our support a call at 1.877.687.9066 if you need further assistance or tips in navigating Matrix.
Thx!
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AdminRyan Moore (Product Owner, Matrix) commented
Is there a particular reason you are using the account list as opposed to searching for the account you need to enter a deal/activity for next?