Navigation - Quick Switching Between Invoices, Quotes & Bills
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
Mark Dickens
shared this idea
Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
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almed batlex
commented
To make navigation seamless, the system allows quick switching between invoices, quotes, and bills by either swiping on mobile devices or using the left and right buttons on the desktop, enabling you to move through all documents or filter by each company individually; this feature is designed to save time and improve workflow efficiency, similar to how live updates are easily accessed on platforms like Sheboygan Police Scanner https://sheboyganscanner.net/sheboygan-police-scanner/ for real-time monitoring.