Phone notes window should pop up when dialing and more...
Phone notes window should pop up when clicking the "call" button and not dialing yet. This window should contain three tabs on top: 1. "Call Now" tab, that contains a window with two buttons at the bottom: a "call" button or "close" button (in case you didn't intend to make a call or just need to log a call without dialing) 2. "Log Call" tab, that should trigger the "Add Activity - Comment" existing functionality. 3. "Schedule call" tab, should contain the "Add new task" functionality.
The main window should also contain three buttons at the bottom: 1. Contacted 2. Not Home 3. Bad# (Bad number should automatically take the phone number out and add an automated note 'bad number (xxx) xxx-xxxx removed" to the contact's timeline) and should be a red button. Any of the these buttons should then record a CALL note by the user or the bad# automatically by the system. This will save so much back and forth clicking to record the call, to schedule the next call, to add notes, to schedule a call task etc.
I'm available to talk if you have questions on this idea: Hugo Chinchay (909) 831-0999 or write me at dreamhomesbyhugo@gmail.com
Thank you