client recent search
With the new interface, it would be great to either have the recent search of clients collapse/expand in one of the action hub boxes by way that the client's names aren't already visible.
3
votes
Sheena Luten
shared this idea
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Evelyn Gomez
commented
This is an excellent point because sometimes I am looking at a client's profile with them in my office and I do not want them to be able to see the names of other clients I have recently viewed profiles for.