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When clicking on an account or contact, we find the Activities Tab very helpful at clearly setting out the emails, activities and meetings associated with the account / contact. We feel it is much clearer and easier to navigate than the 'timeline' which features on the summary page.


We would really like to have the ability to move the Activities Tab from the 'Related - Common' drop down into a permanently pinned tab after the summary tab.


We would also like to suggest that users have the ability to save a default view once you are in the Activities tab, rather than the one that auto appears.


Happy to do a teams call to discuss further if anything is unclear.

STATUS DETAILS
New