get to account from an activity
going into the activity box... seeing what's planned for the day.... clicking onto an account and it opens the activity. most of the activities are calls (follow ups and such). cant access their phone number from that screen. I'll need to exit from the activity, search for the account, then.... THEN call/email, whatever, THEN go into activities, mark as complete... and schedule another. Rather it would be good to have a micro-link to the account to get the info needed, then quickly go back to the activites palnned
Anonymous
shared this idea
Wow I think we resolved this one for you multiple times over! Our new Activity flow in Monarch will allow you easier access back to the Account or Agency as long as you add in the contacts that your’e working with (which you should be doing anyways!)
Also, we’ll provide the phone and email information right on the Activity without the need to navigate away. All of this made possible by stepping up the Activities from a dialog to an actual profile page.
It’s really quite cool and we’re excited to get more people into Monarch to start making use of these new efficiencies :)
Thanks for the feedback!