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Categories CRM App
Created by Guest
Created on Jun 3, 2020

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Include Documents in Activity Group at Company Level

Would be really useful if activity summary at company level would also show you the documents as well.
(there is a bug for this as well) SPABUG-I-2076

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  • Guest
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    |     Jun 3, 2020

    These functions, far from being "nice to haves" are actively necessary in order to efficiently process customer queries whilst taking phone calls with un-clear facts and time limitations

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5 MERGED

Add Documents to Consolidated Activity

Merged
A customer would like to see documents within the consolidated activity. Currently if you save a document under a contact for example, it does not then show in the consolidated activity at company level.
Guest over 3 years ago in CRM App 0 Shipped