I posted this elsewhere in a thread, but realise it might not show as a feature request, so am posting it here also:
I would like to be able to add a meeting via the Contact record and have it show up in the Calendar. The interaction with the person is as important an aspect of a meeting as is its date and time, so seems to fit well in the Contact record as well as within the Calendar.
As a new user, I instinctively looked in one of my Contact’s records this morning for details of the important meeting I have planned with him this afternoon (which I had already added via the Calendar). I wanted to add a note about the meeting in the Activity panel. I was really surprised that the meeting didn’t appear in his record and also, given that the drop-down activity options in the Contact record are so comprehensive, the lack of a ‘Book a meeting’ option feels conspicuous in its absence…
I see that you mention elsewhere that we can add a custom field for meetings, but that won’t be included in the chronological Activity view panel, so doesn’t feel to be the best workaround.
Am I missing something that is already there, or do you intend to include the option to add a Contact meeting in the ‘Add an Activity’ panel at some point?
Thanks
Julie
