Ideas & Enhancements

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time.

If we could add a Call Log from the case, the client's information can already be prepopulated which would save a bunch of time over the course of the day.

  • Guest
  • Aug 25 2023
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