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
6 months ago

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

Curtis Berry
Get notified by email when there are changes.