Suggestion for the App
When I go into slips received, click on the referral from a Realtor, I suggest making the name of the client referred visible on the top (right above the color coded check boxes) instead of the name of the referring party. I already know who it's from because the referrer is tagged in the slips folder. As it is now I need to click the referrer's name again to see the name of the referred person and then go back to enter in the status of the referral.
Additionally, on the same screen, it'd be great if we could click on the name of the referred in the "header" (above the colored boxes) to go into the details rather than only clicking on the little eye icon.
Thanks again! You're doing fantastic work!!!
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Official comment
@alex - Thank you for the suggestion. We think this would be great to see this on the feed and in the status screen as a reminder. This is on our master list of feature requests for future discussion and consideration. We will add your request as a "vote" for prioritization. Hope this helps and have a great weekend!
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I would also vote for this!!
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