RELATED IDEAS
Add ability to amend individual fields directly from the Client List.
It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/staff fields.
It would also be useful for editable fields such as "Notes". Going to each client one at a time to find the box you want to edit is time consuming.
Hi Alan,
This is a great idea! Perhaps this could work in the same manner as the 're-assign' tasks function. This works fines when one wants to share their workload with less busy colleagues for instance. For the permanent re-assignment of tasks from one staff member to another, this does not work. So having the re-assign 'staff task', 'manager', etc. fields available in the clients list, would be really welcome.
David M