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#1
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I would like to be able to while viewing a contact, create an appointment or task using the contact information in one simple step.
This would be like a Cut and Paste feature but would automatically insert it into an appointment or task. The information I would like to see automatically created when the feature is created is: Appointment With: Smith, John (333)333-3333 at 110 S. Smith Street Or better yet a link back to the contact??? Task With: Smith, John (View Contact Link) Thanks, P.S. if this is already a feature, Please let me know where it is! I believe Agenda Fusion has a feature like this. |
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#2
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From within the appointment or task subject field you can insert a Contact Name / Number or Email by using the Menu - Insert Contact option.
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Alex_DevOne Developer One Support www.developerone.com |
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