15
B

Add button "Mark Completed" to Quick Create form

Brandon Sambat on 12/10/2019 11:34:00 AM
We would like to have the ability to add the "Mark Complete" button to a Quick Create form for different activities. This would help simplify the user experience as an Activity could be completed from the same form as created.
Category: Unified Experience: Search, navigation and performance
STATUS DETAILS
Needs Votes

Comments

B

B

RE: Add button "Mark Completed" to Quick Create form

Stephen Lackey on 9/7/2022 7:21:05 PM

No movement on this it is 2022 and my users are asking for the same thing!

Category: Unified Experience: Search, navigation and performance

B

B

RE: Add button "Mark Completed" to Quick Create form

Kevin Victor on 4/22/2021 1:26:37 PM

I agree, my users do not like that they have to manually Mark Complete. I personally would agree with the devs and don't think its a big deal, but the users do. I had to create a checkbox and workflow to satisfy the demand.

Category: Unified Experience: Search, navigation and performance

B

B

RE: Add button "Mark Completed" to Quick Create form

John Kassar on 4/24/2020 7:31:22 PM

When I receive a phone call (was never scheduled) or just simply doing a task that I remembered to do, I would like to create the task/phone call and mark it complete - immediately.


The current process is to save it, then open the open activity record, then to mark complete. This is just challenging and makes it even further challenging on a mobile device. This has been here for long time and never fixed.

Add a button for Save and Complete and not just the Save and New that is there now.

Category: Unified Experience: Search, navigation and performance