Quick contact preview

Phillip Haines posted in Product February 19, 2010

We’ve had lots of feedback from our users asking for a quick way to view email addresses and phone numbers of contacts on the case and opportunity screens. Until now to view the contact details required clicking through to the contacts page. So now we have added a contact preview. To view the preview hover your mouse over the contact card next to the name of the contact to see phone numbers, emails and addresses.

Contact preview

Read more about product

Announcing our new sidebar - now with Xero, QuickBooks and Tasks

We've made it even easier to see financial information and tasks on the same page as the contact record by adding them to a sidebar.

Nurture customer relationships
with a simple list

It's true, using a simple list in your CRM does more than keep you organized, it helps you build relationships. How? Read on to find out.

The QuickBooks Online integration is here

We've integrated with QuickBooks Online to make it even easier to get customer details, interaction history and financials on the same page.

Get started

Trusted by thousands of businesses worldwide

Sign up for free