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

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

  • +4
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