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Conversations

Joint Functionality Between Contact + Companies
In Conversations view be able to tell which company they are with plus be able to click on the company icon and take me to their company profile . Also be able to send sms/ call company phone. Also be able to click/tie their sub account onto the company natively Also be able to view incomplete tasks under company tasks by default instead of all completed by default Also have the ability to expand tasks descriptions and edit the task without being taken out of the company contact view and into a new screen. Also add company alphabetical order to the company search view https://www.loom.com/share/543f5ad54a624fcfa271a6495de6a678
2
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Enhancement
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upcoming
Company First (vs Contacts)
Our clients are companies so our conversations need to show the conversations with associated contacts. This "company first" mode is common in CRM platforms where you toggle if your clients are businesses or individuals.
24
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Enhancement
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upcoming
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