It 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
This 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.
Any updates on this? My CSMs are requesting this feature
This 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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