Click through closings from Main Menu

Hi Nancy!

Thanks for your response! We will have a team member get in touch to learn more!

Kindest Regards,

Kasey, Product Operations

Hi Nancy,

Thanks for your follow-up on this. We have some future ideas for tasks in mind but nothing is planned quite yet. In the meantime, I believe that you are using tasks to find which transactions need to be processed for closing, then using the search bar to then navigate to the transaction, closing it, then returning to tasks which is several clicks. Have you tried using multiple tabs? 1 tab for your tasks and another for searching? That would prevent you from having to leave your task area while going into transactions. Please let me know if this makes sense.

Kindest regards,

Kasey, Product Operations

I understand the multiple tabs concept but it still doesn't help having to back out of a transaction and go back to the Main Menu to access the Manage Transaction icon again to go back into Tasks for a particular transaction.  For the nature of my work, using the Tasks/Reminders feature doesn't work either because I need to be in each transaction looking at tasks, making notes in the log and accessing Documents.  It would almost be like I would need to have 10 tabs open if I had 10 transactions so I wouldn't need to go to the Main Menu to access another transaction.  

I wanted to ask if there has been any update on this?  It is going on two years since I posted it.  I saw another suggestion that was from July 2021 that was very similar from another user, so I wanted to see if this has been looked into.  Thanks