Implemented

Display Contact Email and Phone

  • 2 July 2015
  • 1 reply
  • 36 views

Userlevel 7
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On the CTA and Gainsight Task layout, when a Contact is linked, display the Contact Email address and phone number, pulling the data from the Contact Record. This is similar to what is available on a Salesforce Task.

As an AM is processing CTAs, it will save time to have the email & phone readily available.

1 reply

Userlevel 6
It is in our plan to support this use case.  

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