Visual indicator of when items are in portfolio

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Tomos Clark

• 03 December 2020 01:41

I have a thought (maybe pie in the sky), but it would be good if the Portfolio button (on the contact dashboard screen) and the Enrolment Documents (on the enrolment screen) had some sort of visual indicator to show that their are portfolio items there.

Either the button could change colour/shade, or it could have a number listing how many portfolio items are in it.

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  Steve Wiggers

  • 06 December 2020 05:56

  +1 - I like it

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  Mark Gilmore

  • 23 December 2020 04:31

  Hi Tomos

  Apologies for the belated response. I'm using the Christmas period to finally get ontop of my emails, so I've only just come across your post. I really like this idea - I'll ensure the designers see this in the new year.

  Merry Christmas!

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  Kate Penney

  • 19 January 2021 05:17

  Hi Tomos, 

  Depending how you are using portfolios, we have found the Portfolio Checklists are a good way to check what is in a candidates portfolio.

  Kate

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