Tabs for multiple clients/records open at the same time
It would be nice to have multiple clients open at once. It would same time while waiting for documents/attachments to load, I could be working in another "file." In my other web/CRM, when you click on the client, it opens them in a new tab. This is very helpful because I can work on different clients simultaneously, while also going back to my main page/contact list, should I be interrupted with a phone call and need to look someone else.
You can now right click on the text in search results to open other records in different tabs, and all are properly titled so you won’t get confused which is which.
We have plans for the future to make this functionality even better, but this should be a great start for multi-tasking and making sure you don’t have to leave your work if you get a call or need to cross-reference something really quickly.
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Jennifer Crutcher commented
when I type a name in the search box at the top, the right click doesn't work. it only works if I go through the pages of contacts to find a highlighted link and then right click. is there a faster way?