Ways to use new Clients view
I'm very excited about the beta for the new client screen view, as it opens up lots of options for users to see information that is relevant to them. I'm curious, what columns are you finding most helpful to rearrange to use this screen better?
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In my experience with clients, here are the columns they are most often dragging to the top to see quicker:
- Assigned staff member
- Last Activity
- Client status.
Also, remember that custom views can be saved for each staff member. So for lower level staff members, they are focusing on fields like phone or address to make it easier to get to the job quickly. Hope this helps!
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