Prospects Phone Number in Calendar

[TestUser1001]

Hi, it would be really helpful if in the calendar section I would be able to click an appointment and have their contact information show.

For example if I know I need to follow up with the lady that came in Monday I want to be able to look in calendar, see the past appointment and click the name to get the contact information. Instead of seeing the name and having to write it down on the search bar for the people section to populate her information.

[Ed Skinner]

Hi Anissa,

This is a great idea.  We are looking into adding some functionality to easily show this information.  We did add the ability to click on the person and open their profile so you could in essence do the same thing.  This is added to our fix-it list and you should see it soon.

Take Care,

Ed

 

[Master Toby Milroy]

Anissa,

This is very cool, and on our feature add list.

I’m going to move this post to the feature request section.

Thanks again!

 

[TestUser1001]

Hi, it would be really helpful if in the calendar section I would be able to click an appointment and have their contact information show.

For example if I know I need to follow up with the lady that came in Monday I want to be able to look in calendar, see the past appointment and click the name to get the contact information. Instead of seeing the name and having to write it down on the search bar for the people section to populate her information.

Master Kirk Pelt

[Master Toby Milroy]

Hey Anissa!

This feature is now LIVE in ATLAS!

WalkThrough Below:

[Author]

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