Ideas & Enhancements

See all communication with a specific Contact

As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the contact is associated with).

  • Guest
  • Jul 21 2023
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    • Guest commented
      July 03, 2024 20:35

      It would be great if we could have something similar to the communications tab from Trialworks.

    • Guest commented
      September 15, 2023 16:29

      Also, in the Fields tab of a document, if a contact is selected in the Fields tab, it would be helpful if that document would link in the Documents tab of the selected contact.

    • Guest commented
      August 01, 2023 16:55

      That would be great!