This update introduces a redesigned Customers and Company View to improve your ability to manage and track key business interactions. Both views have been enhanced to give you more detailed insights into associated contacts, ongoing opportunities, and outstanding invoices in a single, unified screen.

Key Features:

1. Enhanced Insights: The new Customer and Company View screens now provide a rich overview, displaying more information about the contacts, opportunities, and invoices tied to each customer or company. This consolidated view gives you quick access to important details without having to navigate multiple screens.
2. Direct Action Buttons: From within the Customer or Company View, you can now add new Opportunities or Invoices directly. This eliminates the need to navigate to separate sections of the platform, saving time and making the workflow more efficient.
3. Streamlined Navigation: With all relevant information available at a glance, you can quickly assess the status of each client or company, view associated opportunities, and monitor invoice histories. The updated view makes it easier to manage multiple aspects of customer relationships from one centralized screen.
4. Improved User Experience: The revamped design allows for faster and more intuitive navigation, so you can make informed decisions and take action more efficiently. Whether you’re adding a new opportunity, viewing invoice statuses, or accessing contact details, everything is now easier to find and manage.

Impact:

1. Efficiency: By consolidating key information into a single view, this update reduces the need for users to toggle between different sections of the platform, speeding up tasks like adding opportunities or invoicing.
2. Actionable Insights: The enhanced visibility into opportunities and invoices provides a more complete picture of each customer’s or company’s activity, enabling more informed decision-making.
3. Simplified Workflow: The ability to add opportunities and invoices directly from the view screen streamlines your workflow and reduces the steps needed to take action, improving overall productivity.

With the revamped Customer and Company View screens, you now have a more efficient, powerful, and streamlined way to manage customer relationships, track opportunities, and handle invoicing, all in one place.