I made some navigation changes to the system yesterday which I hope you will like. I moved the least used menu items to the top of the screen, horizontally e.g. ‘My Entities – My Companies, My Tasks etc. This has the effect of moving the frequently used menu items to the left side and avoiding scrolling down to access them all the time.
The ‘Search’ now includes all Directors, Trustees, Sec. Holders, Members and Beneficiaries in one search. This same list is used when adding new Directors, Sec. Holders etc.