Add more shortcuts to top of CRM (next to Quick add and Recently Viewed)
It would be helpful to have more shortcuts at the top of the CRM next to Quick Add and Recently Viewed, etc. For example: Advanced Search shortcut, Memberships shortcut, etc. Could even make it an customizable option for each user to choose what they wish to see at the top of their screen.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!