Add Follow up meeting option when closing a completed task
Create drop down for possible follow up on all completed task
Anonymous
shared this idea
Unfortunately I was unable to get additional information on this request. I still stand by my original solution of utilizing the Save & Add Another button when closing an activity. That will copy the most pertinent information into a new incomplete activity and allow you to change anything else that needs updated.
If you feel I’m totally missing the boat please do not hesitate to reply back or add additional feedback.
Thanks!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Can you shoot me a reply comment and give a bit more detail on how this may be different from the existing "Save & Add Another" option on activities?
The "Save & Add Another" button will allow you to complete your existing activity and then create a brand new future activity with the same account/contacts as a follow-up.
Perhaps this workflow doesn't match your needs so I'd love to hear a bit more about your scenario when you have a moment.
Thanks!