Customer quick bar tool
A
Aaron Anderson
I would like to be able to add more customers to the bar on the bottom of the screen. Right now I can only put 5 customers in it when I hit the minus button on a customers page. I would like to be able to add more as I am working with more than 5 customers. So having them on the bottom of my page in DraveCentric is very helpful. Even if when you add more people and the names just shorten to the first name of the customer I can at least click on the name to open up their page to see exactly what one it is.
Shelby Parker
Thanks for sharing this, Aaron Anderson — totally hear you on how limiting the 5-customer cap is when you’re juggling more accounts. This is really helpful context (especially the idea of shortening names to fit more), and I’m looping it in with the team for review. If we need any additional details on your workflow to make sure we’re solving it the right way, I’ll follow up.