Current Behavior: When clicking on a ticket, quote, or invoice from the general list pages (e.g., main Tickets page), the item opens in the global system view with the general navigation sidebar visible.
Requested Behavior: When opening a ticket, quote, or invoice, automatically navigate to that item within the client's subsection/context, showing the client-specific navigation and keeping the user focused on that particular client's account.
Use Case/Rationale: When working on a customer's ticket, technicians typically need access to:
The client's other tickets and history
Client contacts and information
Client-specific context and notes
A focused view of that customer's account
The current behavior requires an extra navigation step to get into the client's context, which disrupts workflow efficiency.
Proposed Implementation:
Option 1: Change default behavior to always open items in client context
Option 2: Add a user preference setting to choose between global vs. client context opening
Option 3: Provide both options via right-click menu or modifier key
Affected Areas:
This enhancement would significantly improve workflow efficiency for technicians who work primarily within individual client accounts rather than managing the system globally.