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Choose an activity at point of schedule
Posted: 21 May 10 3:26 AM
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Hi All,
In 7.2 LAN i created a new form called on a sales process step that had 3 buttons, one for each type of activity (phone,meeting,to-do) so when the user clicks one they can schedule that type of activity for that step.
I remember being told that there was a form/function like this already in 7.5 web so i wouldnt have to re-create this form but i cant seem to find it. I thought it was schedule personal activity when i first looked but theres nothing on this screen to say what type of activity is being scheduled.
Any ideas? Cheers all. |
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Re: Choose an activity at point of schedule
Posted: 21 May 10 6:05 AM
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| If you Schedule/Complete an activity, you can select the type of activity to create/complete, which then navigates you onward to the relevant form. |
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Re: Choose an activity at point of schedule
Posted: 21 May 10 6:34 AM
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Hi Phil, just looked and its not quite the functionality i was looking for. I need the user to be able to schedule the activity to be completed in the future, not create and complete it simultaneously. Would have been nice if it was already there but looks like im going to have to re-create it  |
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