Update Client and Lead Pages to match 'Quick View' from the Job Level
R
Ryan Keogh
The new visual and functionality of the Quick View at the Job level is absolutely tremendous. To filter through with the editable option of Details, Notes, and Custom Fields without opening an entirely new tab is an absolute game changer.
The ability to have similar functionality for Clients and Leads would truly take workflows to the next level, not to mention offer the ability to use Workiz more like a true CRM where client activity, touchpoints, and sales statuses can all be monitored without opening entirely new tabs or pages.