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Link tasks with contacts

njw says:

I am using RTM as a basic CRM System by creating tasks like "Call Mr. Smith / regarding proposal".

That works pretty well. But there is one missing feature so that it would be perfect for me: Link to the Contact of Mr. Smith.

If the App could link with the iPhone Contacts, I could directly dial out of RTM (more or less).

I don't need note a protocol after the call. That would be to much CRM, but the link would be perfect.

Currently, I am adding the phone numbers in the Notes. But that is less comfortable - especially, when you add the task on the iPhone.

Just an idea.

Norman

Posted at 11:01pm on June 24, 2009

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face says:

great idea

Posted 5 years ago

bunchbob says:

Love it, Please make it happen RTM

Posted 5 years ago

mb01915 Pro says:

Or at least be able to make a call directly from the task if the phone number is included in the task.

Posted 5 years ago

mb01915 Pro says:

On further review, one can call from the task, sort of.

The phone number needs to be in the note, not the task.

This is a minor inconvenience but makes my life soooo much easier.

Thanks Bob.

Posted 5 years ago

jonathanbloom says:

I'd also like to see this added.

Posted 5 years ago

jonathanbloom says:

Maybe even the possibility to have the contact info go into the cloud too.

Posted 5 years ago

yaedio Pro says:

I'm Including telephone numbers and email links into the notes but it doesn't result in a useable phone/Mail link.

Am I doing something wrong?

Posted 5 years ago

gui.azurdia says:

techdyke

maybe you are holding your finger on the link too long and you prompt the note to go into editing. Give it just one quick touch. It works for me with telephone, fax, email and URL

Posted 5 years ago

psychopot says:

Link in notes works, but could you please add telephone, fax, email and URL recognition in Task-titles because I dont use notes that often.

Posted 5 years ago

bkeevins says:

Why can't RTM talk to the Contacts Book? I don't understand. Plenty of other apps for iPhone do it.

Posted 4 years ago

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