Ability to open the suggested customers when going through call logs.
C
Caitlyn Wetherald
When going through the call logs and looking at the inbound calls that aren't linked properly with a customer. It would be nice if we could open the customer to see details to make sure we aren't linking the call with the wrong file. A lot of folks will have their spouse's number on the file and I can't tell who's who without opening their deal. Currently the only way to be 100% sure is to open a duplicate tab and manually search each customer. In a perfect world I think this should function like the Duplicate Merge screen.