smcs It would be great to be able to create a quote straight from the client management view. Would be very beneficial to me to just have a button beside the clients name, Something like this.
johnny This might be a little intrusive, it may make sense to add quick actions in the 3 Dot Action Menu in the client listing.
johnny JosephWithCOR I was thinking that as well, maybe even adding a quick menu to the client details page as well.
