Show client name on top of proposals
complete
T
Taylor Stokes
I would like to see the clients name on top of each proposal that i am currently in. Maybe in the upper left hand corner by the proposal #. When i am working on multiple proposals during the day, it can sometimes get confusing which one i am currently in. Right now i have to scroll to the top, or click on client info on the left to make sure im in the correct proposal.
Kirk Chisholm
complete
Live on the site now
T
Taylor Stokes
Kirk Chisholm: Awesome, thank you!
Kirk Chisholm
planned
E
Ed Kmetz
Agree! I often switch back to older proposals (perhaps older revisions for the same customer, or proposals to other customers to copy items from there. Having an easier way to tell which proposal I'm on at the moment would help.
Kirk Chisholm
under review
Kirk Chisholm
Good idea, we'll look at this.