Expanded Client Activity Access in App

Description:

• The enhancement involves adding an option in the Contacts in the app to access a comprehensive view of specific client activities, similar to the Web Portal Contact Card. This feature aims to include detailed information such as Forms submitted, Jobs, Assets, and Invoicing details as part of each customer's contact information.

Development Considerations:

• Implementing this feature requires the app to mirror the comprehensive client activity view available in the Web Portal Contact Card. This involves ensuring seamless synchronization with CRM data and presenting it in an easily navigable and intuitive format within the app.

Suggested Feature Implementation:

• Introduce an 'Activity' tab and additional sections for Forms, Jobs, Assets, and Invoicing information within the customer section of the app.

• Ensure that these sections provide detailed and up-to-date information about each customer's activities and interactions.

• Focus on creating a user-friendly interface that allows field staff to quickly access and understand a customer's complete history and current status.