Janny87's avatar
Janny87
Member
3 months ago
Status:
Open

Card List Contact Log- Online access

It would be great to have access to the contact log via a web portal or application for account right, Currently i can see a way to access this side of the contacts without logging in on a PC?

This would be beneficial for small teams on the road being able to treat it like a Mini CRM  

 

3 Comments

  • Status changed:
    Closed
    to
    Open

    Hey Janny87

    Thanks for confirming. I've updated the status back to open for other members of the community to vote and add weight to your idea.

  • Janny87's avatar
    Janny87
    Member
    3 months ago

    Hi AmandaMYOB​ 

    Yes you can access the app but it does not allow you to access the contact log area of the card file, it would be helpful to set reminders about re-contacting or special notes, the ability for it to email you a reminder to an address set at time of the creating note would help also immensely.

    Cheers matt  

  • Status changed:
    New
    to
    Closed

    Hey Janny87

    You can access your AccountRight online company file on any device that can run a web browser, like a smartphone, tablet or Mac. More information and instructions can be found on this page, hope this helps! Reach out if you have any further questions.