I'd love to have an "Add a Prospect" button next to the search box that shows up from every page. When I am entering hundreds of prospects I end up taking a TON of time clicking through to get to the right tabs, with loading time etc.
8 comments
-
Adam Sentz Perhaps you could keep a browser tab open to Admissions > Prospects? That way whenever you want to add one you just have to click over to that tab and hit "Add a Prospect". That's just two clicks to get the dialog instead of the three it would take if you didn't have the tab open.
-
Mharie Frank I see this suggestion as adding additional tab navigation to my process as I gather data from the online sources and input it into Populi. I understand that this may be the only option at this point, but I don't see it as an ultimate solution.
-
Mharie Frank This is becoming such a big deal! I would like the prospect I have just entered to open up, rather than going into the My Prospect list. it is really taking a very long time to sift through the 13 pages of prospects to find the prospect I was just working.
-
Adam Sentz @Mharie - I would suggest adding a separate request for automatically navigating to the prospect when it is added. This request is already marked "Not planned" as it is primarily about adding a global "Add Prospect" button which we aren't planning to do.
-
Mharie Frank Adam,
Now that you fixed it so that when you add a prospect, the file immediately opens up, the multiple tab option is no longer a solution, and I'm back to having to click through all the tabs ever time. I think this feature should be reconsidered.
-
Adam Sentz @Mharie - Your comment seems to be more related to this feature request https://support.populiweb.com/entries/20462936
Perhaps you would like to post it there?
-
Mharie Frank Adam, this IS where I commented. Then you asked me to comment elsewhere.
-
Adam Sentz @Mharie - Sorry about the confusion!