Following this week’s update, the file path at the top of the page is no longer fit for purpose.
When in a plan, the path now drops you into the generic Plans section (showing every plan in the system) instead of back to the client’s folder.
The old structure:
Home / Mr J Smith / Plans / Rental Property
was intuitive and let you easily return to the client’s other plans.
The new structure:
Home / Plans / Rental Property removes the client context, making navigation clumsy and inefficient.
Please review and revert this change (or allow the client folder to remain in the path), as it’s a clear step backward in usability.
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Completed
Feature Request
10 months ago

Curtis Berry
Get notified by email when there are changes.
Completed
Feature Request
10 months ago

Curtis Berry
Get notified by email when there are changes.