Pre-populate Associate Contacts Screen for Deals/Tickets Already Associated with a Company
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ステータス:
Idea Submitted
送信者:
Herschel
送信日:
08-23-2019
04:57
If a deal or ticket is already associated with a company, pull the contacts associated with that company into the Associate Contacts screen, allowing the user to select from that list or add other contacts using the search bar. This would save time and hassle by eliminating the need to search your entire contacts list by exact name/email for the contacts associated with a company that you have already associated with the deal or ticket but still allow flexibility for the user to choose the specific contact(s) that should be associated with that particular deal.
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