link to activity from activity report
Would be nice to have a hyperlink to an activity from the activity report.
2
votes
Eileen Fredette
shared this idea
All of our Monarch customers can sleep easy knowing that we JUST rolled this out yesterday in the new Activity Report!
A link to the Activity Profile from every Subject will make navigating to your activities for more details easier as well as getting back to the report for more info!
Thanks for the feedback!
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Carolyn Rourke
commented
If an AE creates specific meeting activities. It would be very useful if an icon or some type of visual indicator was shown from the Activity summary line on the Activity rpt., that it contained a Matrix locker document. In addition, when selected, it would display the contents of this document/file.