Ability to add/create proposals, appointments, etc from the contact details.

In the Contacts UI, it shows everything related to the contact. But you can schedule or create anything from there. You have to exit and do it thru another UI or channel. Would make it less time consuming and more intuitive.

Upvoters
Status

In Review

Board

πŸ“ Proposals / Invoices

Date

Almost 2 years ago

Author

An Anonymous User

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