Automatically add caller to contacts | Voters

Automatically add caller to contacts

complete

jim@themvpinsuranceagency.com

When a call comes in and the info is not in the contacts, the system should add automatically.

Stephen Weessies

marked this post as

complete

This is now live!

dgiem@paradoxinsurance.com

Well done, Stephen Weessies!

Stephen Weessies

marked this post as

in progress

Stephen Weessies

marked this post as

planned

We have this planned, but we also need to make improvements to the way contacts are sorted and filtered to make sure it's easy to find contacts.