Wouldn’t it be wonderful if the screen view showed everything in a single pane, instead of clicking through tabs?
Watch this quick video which shows how to add an object to the screen view.
While this example is showing the Agreement screen, this function works on any of the screens.
NOTE:
Keep in mind there is no system wide setting to push this change to others. Each login holds their own personalization setting.
At Visionary 360, we’re a team of experienced business coaches who help Technology Solution Providers make the most of their tools with a strong focus on financial clarity.
We’re more than consultants. We’re partners who love solving problems, simplifying complexity, and turning frustration into progress. Our clients become part of the Visionary 360 family, and we take pride in celebrating their growth and success.
There’s no greater satisfaction than seeing a partner’s business thrive—streamlined, profitable, and confident in every step forward.
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