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Ability to add a new activity on same form when marking another complete

Pat Kleser on 6/27/2013 1:30:00 AM

My reps continue to ask why they cannot schedule a new activity on an entity when completing an existing activity. An example - complete a scheduled call (mark as completed) and want to schedule a new call on that very same screen. No easy way to do that without going back into the activities.

Category: Unified Experience: Search, navigation and performance
STATUS DETAILS
Declined
Ideas Administrator

Administrator

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