Call Notes at a glance in the client details page
complete
N
Nicole Giancola-Meehan
With the roll out of click to call (and in an effort to reduce "clicks"), requesting call notes / history be available to a glance when visiting a client's client details page. A list of prior phone conversations (without having to filter each client's history) would be helpful when providing manual outreach.
Studio: 2178
Loyalsnap Team
updated the status to
complete
Loyalsnap Team
updated the status to
under review