cooper collier 7/11/2017 10:23:48 AM
True there is no way to handle the caller ID function. I can see that can be a big disadvantage in many situations. But so far, after using this method for a while, my clients actually think this is better.
This is an issue I did not cover in the tutorials, I was trying to keep them short.
For my clients, they work with with their own clients. At any time they are working with a short list of active clients. Most of the accounts are in "inactive" status. They may get more work, but for the time being those accounts have no projects.
We set the mobile views to only show accounts marked as Active.
If they were adding every account to there phone address book it would become insanely unmanageable.
Another advantage that I did not cover. You can make multiple views for different things or users. You can have Frank's Contacts. That only has the accounts he is working on. Or make views based on type of contact, Suppliers, Customers, etc..