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Stacie Walls

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  1. Add the last activity dates to My List

    6 votes

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    3 comments  ·  Matrix » Activities  ·  Admin →
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    Stacie Walls commented  · 

    This would be a major TIME saver! Please please add this.

    Stacie Walls supported this idea  · 
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    Stacie Walls commented  · 

    If we had a last activity on the My Account list, it would make it a very easy effort in making sure that a client doesn't get missed. This option would allow account reps to look over the Target, Secondary and Extra accounts to see when the last time they were called on. During a very busy time, you might have seen a client and forgot to place an activity or you might have missed a client that only wants to be called on a few times a year.

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