These functions, far from being "nice to haves" are actively necessary in order to efficiently process customer queries whilst taking phone calls with un-clear facts and time limitations
A customer would like to see documents within the consolidated activity. Currently if you save a document under a contact for example, it does not then show in the consolidated activity at company level.
These functions, far from being "nice to haves" are actively necessary in order to efficiently process customer queries whilst taking phone calls with un-clear facts and time limitations