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.
Boaz Schonherz
Hey Ryan Keogh
I’m happy to share that you can now access Job and Lead details directly from the Clients' page tables.
Clicking on any Job or Lead in the tables will now instantly open its corresponding side pane.
Thank you for this feedback!
Boaz / Product