Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
16
votes
Lindy
shared this idea
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Clayton Winkler
commented
We use Workflows the most for Contacts. By default, it shows at the bottom of the Contact's Sublist. It would be extremely helpful every day using to have control to move a Sublist item higher to speed the process of getting where we want to go.