Chrome Plugin

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One of the features that One Click Solution has bundled into their software package is a plugin for chrome. The plugin searches your current web page for email addresses then cross references the email addresses with your client's email addresses. This allows you to update clients and quotes without having to change screen.

Installing the plugin

To download the plugin visit: https://chrome.google.com/webstore/detail/one-click-solution/fheephcfpldgdfhndblcfghbbcfbaack

And click the button marked as 'ADD TO CHROME'

Using the plugin

The plugin is pretty simple to use. Once you have a page open with an email address on it that is assigned to one of you clients click on the plugins icon. It will now show you a list of clients that have been found. Select the client and you will be able to update client notes, quote notes, and quote stages.