Adding A Constituent from any Page or the Navigation Menu

Include the Add Constituent Button either at the top in the navigation bar, or as a drop down menu option. This will not only make the option to add a constituent easily accessible, but allow for the user's workflow to move forward, instead of stopping - to go to the home page, and then back to the task, or going to backwards a step to the home page when you were working on a List, or other item. 

  • Guest
  • Apr 19 2018
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  • Jen Claudy commented
    April 24, 2018 19:36

    Just a comment that you do have the option to duplicate the tab and leave your task just where you are while going to [Home] and adding the new Constituent from the duplicate tab.