Clickable Contacts in CRM | Voters

Clickable Contacts in CRM

under review

Jim Montague

Please make the Contact field, in the Partner Center CRM, clickable.

3 days ago

Gabriel Tsoi

marked this post as

under review

Jim Montague Are you thinking about clicking to edit the field directly on the table?

Jim Montague

Gabriel Tsoi I am looking for the Contact to open up as it would if it were attached to a company, not the Edit view. I want to be able to add tasks, notes, and view meeting recordings. I hope that makes sense.