Quick customer review or contact summary | Feature Requests

Quick customer review or contact summary

Josh Swedberg

Inside every profile at the top or in the contact card there should be a quick snapshot of the out reach and the responses. 
how many 
notes  
calls 
emails 
text 
chat 
video 
appts 
and how many times has the customer responded to each of those tasks

Shelby Parker

Thanks for the suggestion, Josh Swedberg — this is really helpful. A quick snapshot in the profile/contact card showing outreach activity (notes, calls, emails, texts, chat, video, appts) and the customer’s response counts would definitely make it easier to get context fast. I’m sharing this with the team for review, and we’ll follow up if we need any extra details.