Ideas & Enhancements
As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the contact is associated with).
Also, in the Fields tab of a document, if a contact is selected in the Fields tab, it would be helpful if that document would link in the Documents tab of the selected contact.
That would be great!