CloudLink Ideas Portal

Complete Activity Workflow Enhancements *

When launched from a customer or contact, this will open and pre-fill an activity, just like Saleslink Touch

When completing an activity, the app should allow new notes from meeting, etc to be added. It should also prompt for a follow up activity to be scheduled and even roll the new notes into that.

  • Deleted User
  • Apr 16 2019
  • Shipped
  • Attach files
  • Hector Catre commented
    May 29, 2019 05:58

    Instabug #45 mark.lancaster@holt.com



If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support