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Categories CRM App
Created by Guest
Created on Oct 24, 2023

Add report to left Menu Bar for Quick Access

To speed running some common reports, being able to add them direct to the left hand menu bar would be handy.

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    Andrew Ardron
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    Dec 7, 2023

    In a recent release we added the ability to switch from the standard search report/view to another report of that same entity via a drop down. This goes at least some way to achiving this... but perhaps just adding a load of reports to the left hand menu could become very unwieldy