on 01-12-201208:34 AM - last edited on 01-16-201206:46 AM by gmartin
Situation: I'm on the phone with a customer and a topic comes up about which I need more information. I would like to click on a tab that would have the details listed on that topic or promotion.
Right now we can enter text anywhere in the tab, but it is limited to a single line and no enter or carriage return is accepted. The alternative is to import a jpeg image of the information.
It would be nice if we could copy and paste into a text box the details of a current promotion or specifications (or any useful information). That way it would be visible regardless of the contact that is displayed. I would probably title the tab something like "Promos" or "Product X Specs".
As long as I'm at it, the box that would accept the text should also be able to accept a portion of a spreadsheet or table from Office. Wouldn't it be great if there is the ability to add a hyperlink for more detailed information if needed?