CRM/JOBS: Click-to-Call from Diary and Job Details in CRM

Summary:

This feature update enhances the "Click-to-Call" functionality within Formitize, extending it from the Diary module to include job details within the CRM. The aim is to simplify the process of contacting clients directly from within the platform, whether users are managing their schedules or focusing on job-specific tasks. This integration across the Diary and job details ensures a seamless and efficient communication flow, eliminating the need for manual number entry or app switching.

Intended Outcome:

• Users can effortlessly initiate calls to contacts from both the Diary and job details pages, streamlining communication.

• The expansion of click-to-call functionality reduces the time spent on manual tasks, enhancing productivity.

• Improved contact management across the platform, allowing for easier addition, editing, or removal of contact details directly where needed.

RELATED SUGGESTION: https://features.formitize.com/p/client-mobile-number-to-appear-after-clicking-on-a-job