https://www.youtube.com/watch?v=NFxBDHgDA10

Here is the transcript...

First, I really only went with Ring Central over any other VOIP provider because they said it would automatically pull the contact us upon receiving the call. Well, it doesn't. Not at least the way they say it's suppose to. Yes, there is a phone pop with a few details about the customer but you still have to click to pull up the contact. Plus, I just realized when testing this that every incoming call when you click it opens up a new tab in your browser. Why it doesn't just go directly to the contact when you click and load in the background does not make sense. 

At Floor City we care about all customers and especially the ones that come back again and again. Certain customers demand different levels of service. Just as if you went to Las Vegas and were playing $5,000 per hand blackjack you can't expect to get the same treatment as a person playing penny slots. 

As a company you have to determine when to roll out the red carpet and offer a special discount for a customer that may spend much more than the average order. If you treat all customers equally it wouldn't be the ideal service in my opinion. That doesn't mean you are rude to a customer who just wants one box of tile but that does mean if they only need a box you can't necessarily offer them the same special price discount as someone who wants 100 boxes. Sure, we want to offer the same service but then if you offered the 1 box order 10% and the 100 box customer 10% off then the larger order would be the one to suffer and pay more because we could have potentially offered an even greater discount but because we offer all customers the same discount, there is no reward for ordering more material.

I believe this is a feature that everyone needs but if the record can't be auto pulled than at least it doesn't create a new tab when you click on the customer name. That doesn't seem useful and could result in confusion as you end up with multiple tabs throughout your sales process.