Group name and link only on client’s engagement homepage
markm@busadvisory.com
The Group Name and link is only on the Client’s Engagements homepage and disappears if navigating to the Documents, Client Profile, or Notes Page, so it creates another extra click to get back to Engagements to access the Group Name link. To switch to another member of the same group I think could be quicker and easier if either that link were simply available on each page or if the group members were listed on the right side were listed across the top maybe.
Autopilot
Merged in a post:
Member of group link
markm@busadvisory.com
When we go to the client profile the member of " " group appears on the engagements section but not when we navigate to each of the other sections (documents, client profile, notes and brief). That member of group link should be present on all of those sections of the client screens.