4 results found
it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.8 votes
Passing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
When booking a new activity in the activities tab, it gives you a drop down to choose the time. Could there be an alert if you've already scheduled an activity at that time?1 vote
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 the3 votes
Adding this as a candidate for upcoming activity changes.
I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.1 vote
pulling this up so that it can be considered as a candidate for upcoming activity changes.
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