Rebecca Helps
Helps us make ACT Better. Let us know what features you want added to ACT and we will pass it on to Swiftpage.
When creating/ editing an Activity you can click the Associate With eclipse button (...) and it brings up a window where you can select companies, groups or opportunities to associate with the activity. When associating an opportunity it shows you all open(?) opps. I want to just see all the open opps that are already linked to the contact(s) that is linked to the Activity I'm creating/ editing. Currently I have to go to the opp and copy the opp name before trying to create the activity. That way I can paste the opp name into the find box. This takes time and i don't always remember so I have to close the activity, go to opp, copy, go back to the contact and recreate the activity!
When creating a follow up activity from the History Window if the share with field is populated I want that info pre-populated in the new activity window (associate with field) that is created when I use the follow up button
