scheduled calls
when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the
Adding this as a candidate for upcoming activity changes.
-
AdminRyan Moore (Product Owner, Matrix) commented
Thanks for getting back to me. I'll add this toward future prioritization discussions and see if we can't enhance this functionality for you. This feedback request will be the best place to review updates when/if the request moves through development and emails will automatically be sent to you so stay tuned.
Thanks!
-
Anonymous commented
Yup - that's right. You hit the nail right on the head.
-
AdminRyan Moore (Product Owner, Matrix) commented
Sounds like a cool idea. Let's see if I'm understanding correctly...
Add in the Contact/Account/Agency contact information (if they are affiliated to the activity that you saved) onto those items you save to your calendar so that when you open the event you can see something like
Jon Smith
(555)555-5555
jsmith@companyxyz.comCompany XYZ
(555)555-5554Does that make sense?