Quickly reference contact card from within workflows
We need a quick access overview of the linked contact's contact information when working inside of workflows!
There are times when working inside of Workflows that we need to contact a client. Currently, you have to click 3 times through 2 pages to access the client's contact card from within a Workflow. This process could be greatly reduced. Perhaps you could click on the linked contacts hyperlink inside a workflow, and that screen could hold the contact card for all linked contacts?
There just needs to be a better way to handle contacting a client from inside a workflow.
Andrew Barnes
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Steve Reich
commented
When a call is the task in a work flow, it should pull in the phone number to facilitate the call.