Link to Esitmates & Invoices from Opportunity Card
M
Mark Persaud
Estimates and Invoices are listed in the Opportunity Card under 'Payments', but they don't link to the Estimates and Invoices for quick viewing.
This is a frustrating user experience for the client as they need to close the Opportunity and manually navigate to the estimate/invoice section, go thorugh drop down menus, then scroll through a list to find the invoice or esitmate that was mentioned in the Opportunity.
Please can you make these clickable for quick viewing?
Also, can you add some sort of information, like the invoice numbner or title, so you can tell them apart in the Opportunity list please?
Thanks.
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