Add 'Practice Information' to the Main Menu Bar
Currently, Practice Information (which contains key firm-wide settings, addresses, and details) appears to be missing a direct link in the main navigation menu (the left-hand sidebar).
Issue: Users must navigate through multiple menus or settings screens to find and update core firm details.
Request: Please add a clear, direct menu item for Practice Information to the main vertical menu bar for easy and immediate access.
Implementing these changes would be a significant quality-of-life improvement for all XPM users. Thank you for considering this feature request!
Dhimesh Patel
shared this idea
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