Another forum user, RobinN, has been providing great feedback. Recently, Robin wrote in with this request—along with a detailed workflow description:
I’m humming away on my to do list, but one area constantly trips me up: the inability to tick off as done a to do when I’m looking at the contact record. My workflow is like this:
- Check my dashboard for to dos
- Hover over contacts to determine which ones to call now based on time zone
- Click to that record so that I can make notes in the notes section while we’re talking
My desired next step would be to simply tick off the to do relating to making the call right there in the record. Instead, I have to click the to do to go back to the dashboard, then find the to do in a lengthy list of today’s calls, then tick it off.
Nice! From the contact detail, we already allow you to log a phone call, enter chat notes, add a note, or create a To-Do—why not complete that To-Do as well!? We put it in right away. And here’s how it looks: