Phone Call List

Phone Call List

I would like to know what people are doing for a best practice around phone call list while traveling.

With other tools, like NetSuite, I have been able to look at a list of the calls I need to make which includes all of the below attributes so I can at the very least copy-paste the contents, which I then send to myself in an email and SHAZAM, I have one touch dialing on my mobile phone and I know who I am calling and about what.  I do not see how to do this in Zoho.  The Zoho Support team is telling me that in order to add the field for phone number I need to upgrade to an Enterprise license, which I think is baloney.

Yes, I know you have a mobile app.   There is too much navigation required to get to a phone number while I am driving.   Also, I am finding that contacts who I am adding on the PC version are not showing up on the mobile version for iPhone.

What I want is a running list with the following, which could be a list of 40 or 50 calls that I need to make:

  -  Due Date

  - Company

  - First name

  - Last Name

  - Task (which is an Activity with Subject heading for a phone call, since the way Zoho treats Phone Calls is like a Customer Support Service Center)

  - Contact Phone Number Work

  - Contact Phone Number Mobile


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