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Status Shipped
Categories CMS Editor
Created by Guest
Created on Sep 17, 2021

Save to CRM to record as an activity

It would be useful if the Save to CRM function counted as an activity on the record you have saved it against. Currently if you save an email against a quote, it does not update the quotes last activity.

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  • Admin
    Andrew Ardron
    Reply
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    Jan 12, 2022

    Just an update/correction/clarification. In v81, the Last Active Engagement is being set by save-to-crm but not last activity date. This is being reviewed/revisited but no decision has yet been made either way. We need to carefully consider what customers (a cross-section of customers) understand these fields to represent / how they use them.

  • Admin
    Andrew Ardron
    Reply
    |
    Dec 1, 2021

    In the latest release (v81, which isnt available to everyone yet but is being rolled out), using Save-to-CRM to save an email will now update the Last Activity date.