auto refresh the client window
Have the client window automatically refresh when I choose to open a different client's profile. Right now, you open a client profile and a separate window opens for them. It would make workflow easier to be able to keep that window open and it automatically refreshes once I'm done with one client and click open on another client in the main window. It feels clunky to have all these windows open and having to constantly click on "Refresh and view CLIENT's account"
Oscar Miranda shared this idea