Contact - Option to toggle to the next transaction in the contact record
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
Charlotte Lloyd
shared this idea
⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.
We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.
If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.
We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.
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Charlotte Lloyd
commented
I think this would help when looking for details or coding of specific bills/invoices under a contact. At the moment, when I need to check the detailing of a bill, I have to open each bill up in a separate new tab to check it, if there were the option to click a < or > to move onto the next transaction to review it that would save time.