Double-click on a document to open it
Make it so you can simply double-click on a
document to open it (rather than 3 dot->download file) as this is much more common procedure and eliminates one click to make the experience more streamlined.
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In general, I feel AdvisorEngine should do an audit on their system to work to eliminate the many clicks to do common tasks. Overall AE feels like I need to click too many times for something common that shouldn't require that much drilling down with clicks.
Topic Participants
Jay Kadlec
CRM Product Management