Improve Workflow for common tasks
When I input an activity that is essentially complete, it would be great to be able to create the follow-up activity as well. This action would create two items: the complete task for reporting/review and the incomplete task for follow up.
Similar workflow should be implemented for creating new accounts. Once a new account has been created, there is a good chance that the user may wish to create a new deal, activity, or contact. It would be nice to be guided through common workflow.
Activities now have the ability to Save & Add Another. You may create a new activity based upon the current activity’s Contact, Account, and Agency at any point in time. It does not matter if the activity is complete or incomplete when initiating this process.
While it is not currently available to end users, you will see this feature in an upcoming release and release notes.
Thanks to all for helping us get this together!
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cathy simpkins commented
when me mark a task complete, it is a lot of rework to create the follow up task,,, all the notes from the first task, what happened after that task was completed, then notes concerning the next step/task,,, would be nice to merge all of the activities, so that the workflow is smoother, rather than having to start from scratch each time we add another activity to the same account.
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Allan Mower commented
I'm finding the need for this more and more important for reporting what I've done and planning for what I'd like to do.