Task, appointment and opportunity notes shoudl login inside the interactions text
We prefer to see the logging of a task created (follow up) within the interaction as it is easier to see when viewing the report than separate entries.
7
votes
Jon Arancio
shared this idea
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Mukesh A Patel commented
i like this suggestion as it would make keeping with sales manager work very easy by simply reading one report i can see what my sales manager did to move the sales to the client forward, instead of openning different notes etc
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Jon Arancio commented
This is akin to the old phone dialer.