Telemarketers find it simpler to create/schedule Phone Calls from inside the Accounts/Contacts. They want Date field in the "Add Phone Call" portion of Activities section in Accounts/Contacts. This was available in the CRM 2011 classic forms. It is also present in "Add Task" portion of Activities section in Accounts/Contacts but absent in the "Add Phone Call".
This limitation has been present in the Polaris form of CRM 2011 as well as the CRM 2013 forms of Accounts/Contacts.
Right now it takes a lot of additional clicks and time to schedule a phonecall activity from Activities whereas it should be available to be scheduled from within the Account/Contact.
Comments
Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap. ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================
Category: Unified Experience: Search, navigation and performance
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.