Quick Access to Portfolios

In our Community Outreach, we have teams that reach out and we have placed the souls they are responsible for on their portfolios.  They give rides and support to church members, and it's all organized systematically.   It would be extremely convenient to be able to navigate to a constituent's portfolio much more quickly.  If there was a button in Mobile Missions to allow a constituent to quickly see the list of the people, it would be great.  Another way would be that if I open a constituent's record and next to where it says that the individual is a relationship manager, it would be very convenient to have a button to quickly access their portfolios.  Currently, we have to comb through the list of users when it would save so much time to be able to go directly to their portfolio lists, especially on their phones in the mobile view.  Thanks for your consideration.  

  • Phillip Kinson
  • Jan 22 2020
  • Reviewed: Voting Open
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