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Status Coming Soon!
Categories Calendar & Events
Created by Guest
Created on May 22, 2024

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Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter info to link the contact

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  • Admin
    Alex Chesnutt
    Reply
    |     Aug 6, 2024

    Hi Sarah!


    Thanks for your feedback! The ability to add an account or contact during the event creation process on our web application is on our roadmap!

    I noticed your additional request was for dark mode! Were you looking for that on the web version of Marketscape CRM?

1 MERGED

Add new contact button when scheduling event from desktop version

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On the mobile version, there is a nice "add contact button" when adding an event, in case you don't currently have that contact in the address book associated with the account. It makes it easy to continue inputting the event with a new contact wi...
Guest 4 months ago in Accounts & Contacts 0 Coming Soon!
1 MERGED

Add an *add contact* option to the drop-down list when putting in details for a call to an account.

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When documenting on a call from my laptop in the calendar, the contact drop-down list appears to only have current contacts. There is no way to add a new contact without getting out and going around to the contacts page, then going back in to comp...
Guest 7 months ago in Accounts & Contacts 0 Coming Soon!