Button to click to go to last engagement with customer
gathering votes
C
Chelsie Horton
It would be nice to have a button somewhere that you can click and it will scroll straight to the last time you were engaged with the customer so you do not have to scroll and scroll and potentially miss it. Kind of like when you click on a pinned note and it scrolls to where that note is on the customer's profile.
B
Bob Foster
Good addition
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Chelsie Thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Thank you for posting, Chelsie Horton! I have a few more questions for you:
- Can you provide more details about the specific engagements you'd like to quickly navigate to? Are these phone calls, emails, or other types of interactions?
- How often do you find yourself needing to refer back to the last engagement with a customer?
- Would you find it useful to have this feature for all customers or only for certain types of customers or situations?
C
Chelsie Horton
Shelby Parker 1) the last engagement no matter what type it is
2) every single day, multiple times a day
3) all customers and situations