Links Inside Accounts: User Friendliness
Have the account name be clickable when in a screen inside the account. *Example, on the page after adding an activity, I have to use my back arrow to go back to the main account page, or search for the account all over again.
*It would be beneficial to have the accounts’ info tabs as links available at all times when inside the account.Suggestion: Contacts + Add contact, Activities + Add Activity, Deal + Add Deal, etc. As you do on the main page.
*On the main page, where is lists…summary, activities, contacts, deals. It would be beneficial to have a “+” sign next to it so we can easily add an activity, or deal, or contact.
*I understand we can go to the top of the page and click on the “add” button, but this would be a great time saver.