Portfolio button

Follow

Christine Trethewey

• 23 January 2017 01:47

With the Portfolio button, it would be helpful if, upon opening a Contact, that the Portfolio button could be slightly different in some way when there is something within it, compared to when there is nothing within it. Could be a different coloured pencil icon perhaps, so that it is clear that the Contact has had something added to their portfolio. Right now we need to click on it to see if something is in the subcategory of Other, for example, so wasting time with clicks when there may be nothing there when we get there.

6

• 

  Calvin Young

  • 23 January 2017 02:30

  That's quite a good idea. There's a CRICOS portfolio checklist that is available on the contact view page. The same functionality for other checklists would be great too

  1

  Comment actions Permalink
• 

  Helen Arnold

  • 23 January 2017 02:49

  Great idea!

  0

  Comment actions Permalink

Please sign in to leave a comment.