If it was possible to make Yathit widget (the one that can slide from the right side of Gmail page) available on CRM page, it would be a huge improvement.

User could:

  • add new records while viewing other records. For example, I can create case while reading a note from other user or listening to recorded call (we have asterisk integration)
  • use Yathit search engine which is faster
  • have a view of upcoming activities from Yathit available. In CRM they would have to navigate to the corresponding account, module or to the Dashboard.

It would be a good start for the evolution of Yathit into an extension of the user interface. Yathit could be doing things that are not properly developed in CRM or being a shortcut for some minor and major tasks.