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Scheduling Call for Contact from Company

New Member
Posts: 3
Country: United States

Scheduling Call for Contact from Company

Is there a way to schedule a call for a company with a related contact without scrolling through the entire database of contacts?

 

Company Detail > Activities > (right click) Schedule > Call...

 

Under Schedule With, my entire database is available.  Why would I schedule a call under ABC Company with a contact for XYZ Company?  Shouldn't ABC Company contacts be the only/first available contacts in that drop down list?

 

Any help or logic would be appreciated.

Moderator
Posts: 4,395
Country: USA

Re: Scheduling Call for Contact from Company

When scheduling the activity, change Select From to Companies.  Then a list of your companies will be available with the contacts.
New Member
Posts: 3
Country: United States

Re: Scheduling Call for Contact from Company

But at that point, I'll find myself scrolling through 500+ companies, correct?  And as my database grows, it will get worse.

 

Is there any other option?