Client - Link to Additional Contacts information
Ability to click on the "Additional contacts" name on the client file to go to that contacts information
Christopher Sykes
shared this idea
Hi team, thanks for engaging and sharing the use of the direct link to Contacts here.
We've released a few recent changes that encompasses the request here. You'll now find a quick link within the Client record to access linked contacts. 😊
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James Bell
commented
I think this is something that really needs to be resolved. I raised this with support back in July and was told:
"The Product team is aware of similar functionality issues in XPM, and is working on resolving them – however, we are unable to place a timetable on this."
This feels like a quick win for the product team, as the data is already linked — it just needs a hyperlink through to the Contact page. It would save users having to manually re-search the contact every time, and make navigation much more efficient.