Phone number and email of Contact visibile in activities
It would be nice to be able to see the phone number and email address of a contact while in an activity. That way if the activity is to call them, we don't have to exit this screen search for the contact to access their phone or email. The email should be a hyperlink too. That way we can just click on the email from the activity and shoot them an email rather than toggling between activities and contacts.
Anonymous
shared this idea
We have just finished up development of this feature for our Monarch solution. We’re very excited to get this out to you around the new year!
Thanks for letting us know how you work and please keep the feedback flowing!
-
Eileen Fredette
commented
If there is a contact on the activity show his/her numbers/email if no contact show the account info.
-
Carol
commented
I click on the activity link and am sent to the contact's page. I click on the planned activity -- call the customer -- and the box opens and covers up the phone number. Could the box that opens, open lower on the page?
-
Cindy Setlock
commented
Every day, I look at my "Activities" list to figure out who to call that day. Right now, I look at the Activity, then click on the company to get the number, write it down on a separate sheet of paper, then go back and open the Activity to make notes on the call. It would be nice if I had the phone number right on the Activity page and I didn't have to write it on a separate piece of paper. I realize once the company is open, the phone number is at the top of the page, but the open Activity window covers it up and I can't move it out of the way.
-
AdminRyan Moore
(Product Owner, Matrix)
commented
Which phone number? Account? Agency? Contact?
Which Activity page are you referring to?