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When editing an Activity, you can see the associated contact info in the left window. It seems like I should be able to click on their Facebook, LinkedINn or Website and bring that link up but nothing happens. Is there a browser setting that must be set?
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In the Log Call screen, supposedly you can create a new contact - at least according to the dialog header when you click the elipsis next to the Contact field. However, I don't see how I can add a new contact to an existing customer or lead. Throughout our business process we have new contacts calling to add themselves to accounts, it would be ...
Page 1 of 1 (3 items)
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