Easier way to create related items
Moderators: Max, TerryRogers
Easier way to create related items
It would be nice if a related item could be created from within another item, e.g. an appointment from within a contact.
I use related items mostly for appointments with contacts. When I do that, I often open a contact to check some information or find their phone number.
When I call them, the contact is already open in EPIM, but if I arrange an appointment over the phone and want to link it as a related item for the contact, I have to close the contact, open the calendar, create the appointment, reopen Contacts and then link the appointment in the text field of the contact. It would make things a lot simpler if the New Appointment window could be accessed from a button in the contacts.
I use related items mostly for appointments with contacts. When I do that, I often open a contact to check some information or find their phone number.
When I call them, the contact is already open in EPIM, but if I arrange an appointment over the phone and want to link it as a related item for the contact, I have to close the contact, open the calendar, create the appointment, reopen Contacts and then link the appointment in the text field of the contact. It would make things a lot simpler if the New Appointment window could be accessed from a button in the contacts.
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Re: Easier way to create related items
I would like second this request.
It would make it a much more useful tool as a CRM.
It would make it a much more useful tool as a CRM.
Re: Easier way to create related items
I would like this feature on the desktop and portable version. But it would be better if you could choose in the montly and weekly view to see the contacts instead of the tasks if you want and you could drag and drop a contact on the created appointment.
It also would be great to have a feature to search for contacts in appointments, connect them and you would have one more entry in the appointment where you could choose a contact for exemple your dentist. OK, alternatively you could make a search for contacts in the subject line of an appointment.
It also would be great to have a feature to search for contacts in appointments, connect them and you would have one more entry in the appointment where you could choose a contact for exemple your dentist. OK, alternatively you could make a search for contacts in the subject line of an appointment.
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Re: Easier way to create related items
Hello,
thank you, your suggestion is noted and we will see when it can be implemented.
thank you, your suggestion is noted and we will see when it can be implemented.
Maxim,
EPIM Team
EPIM Team