Add the ability to review the full CRM while in a call on mobile | Feature Requests

Add the ability to review the full CRM while in a call on mobile

complete

Tanner Crow

On mobile having the ability to review customer notes and inventory while in an active call is very helpful. Currently in order todo so you have to either not log the call or prematurely log the call.

Shawn Goebel

updated the status to

complete

Shawn Goebel

Tanner Crow Thank you for your feature request on this! We recently released a change where this is possible! Once you initiate a Click to Call for a Customer, there will now be a banner that appears at the top the screen and allows you to use the full CRM while you're on the call! Make sure you update your app and this new enhancement will be live! Thank you!

Tanner Crow

I operate on an ios and I would say I check both options regularly while on call. I don’t have a desktop at work so I rely heavily on my phone

Shelby Parker

Thanks for posting this, Tanner Crow — really appreciate the context. Totally hear you on how disruptive it is to have to stop or skip logging a call just to review notes/inventory on mobile. I’m sharing this with the team for review, and if you’re open to a quick follow-up: what device/OS are you on, and are you mainly trying to view customer notes, inventory, or both while the call is active?