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Status Proposed
Categories Suggestion
Created by Guest
Created on Jun 14, 2022

Ability to have Multiple Individual Client Profiles Open at Once in TABS

I would like to be able to work on multiple clients at once, toggling between multiple individual profiles with tabs so I can have a few profiles open at the same time. My old CRM did this & I really miss it. You could even pop out the window of the client profile. I'm happy to show you my old CRM if you would like to take a look at it. Thank you!

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  • Carolyn Pope
    Reply
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    Jun 14, 2022

    I use the same method. it works well and is a good workaround.

  • Guest
    Reply
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    Jun 14, 2022

    It may not be what you're looking for, but I always keep several tabs open at one time for AgencyBloc and haven't ever had a problem doing it. I just use the browser tabs.