+4It would be great if I could add a new contact from Timeline entries. The contact I am trying to add as an external attendee doesn't exist so now I need to go back to people, add them, then try again (less likely to do that). If I could be prompted to add the contact, fill in any fields required and hit save, then continue doing my timeline entry, it could help ensure proper record keeping
+4This would be a huge time savings for CSMs/End Users! It would also help keep customer contacts up to date since we could more easily add in new contacts.
+1+1
+8This would be a huge time savings for CSMs/End Users! It would also help keep customer contacts up to date since we could more easily add in new contacts.
Not sure whether this would be a new idea or not, but on a similar note, it’d be really cool to be able to update Company Person fields from the Timeline Entries to make maintaining data a bit easier. Ex:
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