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.
![](https://secure.gravatar.com/avatar/184b9d95c863bfaf694d7b8b865a346c?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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!
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Steve Reich commented
When a call is the task in a work flow, it should pull in the phone number to facilitate the call.