It would be useful if the functionality to click to call or email the client from the contact record was available wherever you are in their record.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

Hugh Hawkins
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

Hugh Hawkins
Get notified by email when there are changes.