Hi

I wanted to bring up a recurring issue I’ve been having with our CRM system when making and logging phone calls:

Phone Task Not Deleting After Call

When I make a phone call and log it, the task doesn't automatically complete or disappear. Even though I mark the call as completed and add notes, the task still remains open, which creates unnecessary clutter and confusion in my task list.

Redundant Notation Process

After logging the call, I still have to manually enter the same information in the notes section. This double entry feels redundant and takes up extra time when I'm trying to stay efficient with follow-ups.

Work Phone Routing Problem

When I use the work phone to make a call, it routes through the admin office instead of connecting directly to my phone or displaying my caller ID. This causes confusion for the customer and delays in getting responses, as they don’t recognize the number or it doesn’t come from me directly.

Request:

Would it be possible to:

Automatically mark the phone task as completed once the call is logged?

Streamline the process so that logging the call counts as the notation?

Either fix the phone routing so calls come from my line, or remove this call feature altogether if it's causing more issues than benefits?

Let me know what’s possible or if there’s a better way to handle this within the current system.

Thanks for your time and help with this.