We've released a trial of a new Mega Menu to make accessing any area of a client's file even easier and quicker. Simply hover or click on the Client's name in the Appointment Panel and you'll see a menu linking you directly to any part of the Client File (that your Username has permisssion to access).
We've introduced this in response to feedback that you'd like faster and more direct navigation to different parts of a Client's profile. Let us know what you think: email@example.com.
Once we've trialled this we'll then be making this menu access from other areas of the system such as from the top of Client Record.
We hope you enjoy this, and look forward to hearing any feedback you might have.