New design - Unable to get back to main client area when in a project
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Lisa Coulson
We used to be able to quickly go between the client and the projects. Now when in a project there is no way to get back to the client main area that I can see?
We can go to the main project list, but not to the client area to open up a different project. This is something I do all day long with various clients - switch between different projects for the same client. With the new design I have to scroll down my client list in the favourites to find the client again, or click on Client Management > Click on Client List > then scroll down looking for the client then if it's not on the first page (The font sizes are HUGE so you don't get many clients on one page), click to the second page and scroll down that page to find the client. This takes a LOT longer to do than once quick second click to get to the client like we used to be able to do.
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Lisa Coulson
Thanks Geoff. It's not actually resolved in terms of how it used to work. Now there is two clicks to get back to the main client area.
When you are in Tasks, Notes, Invoices or Timesheets you can't quickly get back to the main client area.
Click 1: Got to Overview of the project
Click 2: Click on the client name.
We use to be able to quickly go from tasks to client, to a new project, back to client, back to a new project. It's something I do very frequently when working on multiple jobs at the same time - can spend all day doing it. So instead of say 30 clicks in an hour, I'm now doing 60 clicks in an hour or so.
Geoff Mina
complete
Resolved
Geoff Mina
The little client avatar / logo was clickable to jump to the client. We just expanded the link area to include the whole client name and logo. You can even Ctrl+click or Cmd+click to open the client in a new tab.
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Lisa Coulson
Geoff Mina Thanks for looking at this. It's not what I was meaning. We can't get back to the main client area from tasks, notes, invoices, and timesheets.
Once I've set up a job I rarely have a need to go to Overview within the project. I usually go from tasks back to the main client area and I do this a LOT throughout the day some days ie. back and forth between different jobs so I'll be in tasks doing something for a job, then I'll want to quickly get back to the main client area and quickly go into the tasks of another job, then back to the main client area, into another job.
Before we could go straight from tasks to the main client area. It was super quick. Now I have to go from tasks, to overview, then click on the client name, then into the project area, then into another project, to tasks then back to overview, then back to the main client area and so on.
Also there is no way of knowing what client you are in when you are in tasks, notes, invoices and timesheets as the client name is not shown anywhere.
Thanks!