I think it would be really handy if we could add and edit a contact’s user/lead data from the Inbox, while viewing their conversation/ticket.
I know we can already edit the name and phone number from here, but for everything else you have to open the contact’s profile page, and I don’t see why this is the case.
We have trouble getting advisors to actually enter a contact’s personal and warranty details into their profile, and I think it’s partly because they forget how to do that or they don’t want to wait for a new tab to load before being able to do so.
Does anyone else think this would be a really helpful feature to streamline appropriate data storage?
