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Product Suggestions
Status Unlikely to implement
Categories CRM App
Created by Guest
Created on Jan 10, 2024

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to have a type that is active engagement, this will not set the last active engagement on the company record again. That last active engagement is currently only set on the creation of a note if the type of that note is active engagement.

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  • Admin
    Andrew Ardron
    Reply
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    Feb 13, 2024

    This is pretty hard to implement as so many different things can set the engagement dates.

  • +4