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SWilhite
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Member since ‎Dec 3, 2021
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Sarah Wilhite

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SWilhite on December 14, 2022
Comments on tasks or notes should register as activity!
I'm very glad we can comment on notes and tasks, it's helped our team a ton. BUT there is no way to use comments in a workflow as it isn't considering an activity!! Please help!
Reply Idea Contacts & Companies
2 upvotes
0 Reply
hroberts on August 28, 2017
Add Location to Meetings booking page
We should have the ability to add the meeting location information somewhere on the meetings booking page. Many contacts who book meetings often ask where the meeting will be held, as they don't check the event details once it's booked. I know you read more
Reply Idea Meetings
220 upvotes
104 Replies
SWilhite
Member
August 25, 2022
Yes! Agreed!!! Very glad this is in the planning stage.
adamgray926 on May 12, 2017
Call Logging/Recording Mobile App
There are a few othe CRM's whose mobile applications will allow you to call through the mobile app and it records the call and gives you the option to log the call outcome and notes after you hang up. This would be a great feature to have available read more
Reply Idea Calling Mobile Applications
86 upvotes
37 Replies
SWilhite
Member
April 12, 2022
I see that Android users can do this, but our iPhone users can not?
adamgray926 on May 12, 2017
Call Logging/Recording Mobile App
There are a few othe CRM's whose mobile applications will allow you to call through the mobile app and it records the call and gives you the option to log the call outcome and notes after you hang up. This would be a great feature to have available read more
Reply Idea Calling Mobile Applications
86 upvotes
37 Replies
SWilhite
Member
April 12, 2022
I see that Android users can do this, but our iPhone users can not?
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