Open another part of a client's file in a new window while in case notes
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Kate Cotching
Is it possible to view different parts of a client's file in another window or tab without leaving the case notes? At the moment this can be done with the calendar, it would be useful to be able to open overview, admin notes, and files as well, even if it is just one at a time.
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Lachlan Cox
Hi Kate,
Thanks for your response.
As Andrew has very helpfully mentioned, that is the best way to tackle this.
You should be able to search google for how to do this for your particular browser or if you'd like to let me know which browser you use, I'd be happy to share the required steps with you.
Thanks, coreplus Product Team
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Todd Ellery
Hi Kate I do that by duplicating my coreplus tab - see if that works for you. :)
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Kate Cotching
Todd Ellery: Thanks Andrew!