View contact info in job
Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.
Keri Harpel commented
The calendar used to provide the contact information, such as telephone number and email. Why did this disappear? Who deemed this unimportant and removed it from view? It appears to be relevant to many users
Meghan Rhoades commented
This would be such a nice touch! It is a pain to have to click off the job page to get the contacts info when you need to have the Job info for your conversation.
Constantly having to hit back key when I want to switch from contact card to job task.
Notifications sent to my Outlook will open a contact in a new window so why not have this feature while working directly on the desktop?
Dave V. commented
Let me add to this by saying, I realize that you can click on the green box with the primary contact and see that info, but it only shows up on the activity tab. It would be great to be able to just glance up and see that info at the top of the screen with the other job information. But the biggest upside for us would be that those fields would be available to push into our documents within Natural Forms at the job level.