Use quick actions when you hover a name
Message, call or open a patient or lead from any list without leaving your place.
Table of Contents
Hover over a name on the Clients or Leads list, or on other lists such as sales and activities. A small card opens with the person's initials or photo, name and mobile number.
What you can do
Send a message opens a new SMS in a pop-out window.
Call dials their mobile number.
Copy the phone number with one click.
Open their financials, start a treatment note, or open the card in a new tab.
Hover over any button to see what it does.
Up next
Next, read Manage specialist, GP and pharmacy directories.