Each client has a unique link in the browser web address.
It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Hi James, thank you for your comment and you already have the ability to 'copy & paste' the client's URL from the client list.
Just hover your mouse over the 'Name' of the client, right-click on the mouse, and then click on 'Copy link address', you can then paste it into another application (using Google Chrome, but other browsers will have a similar journey).
Adding the full URL into the client list view would make the client list scroll horizontally but we can look at other options if what I have describe above does not do what you want to achieve.
Hi James, thank you for your comment and you already have the ability to 'copy & paste' the client's URL from the client list.
Just hover your mouse over the 'Name' of the client, right-click on the mouse, and then click on 'Copy link address', you can then paste it into another application (using Google Chrome, but other browsers will have a similar journey).
Adding the full URL into the client list view would make the client list scroll horizontally but we can look at other options if what I have describe above does not do what you want to achieve.