When adding an actitivty, subject gets

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

When reps add an activity, SUBJECT line is the first field that they need to fill out. Once they fill it out and choose customer, the SUBJECT field automatically gets prefilled deleting what they have entered before to customer name. It is really frustrating for reps.

Battogtokh Anu
Feb 25 2020

SalesLink Flex

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Remove Customer Name & Account No. from Subject Line When Creating Activities in Sales Link Flex. Merged

When creating a activities from the customer section of the Sales Link Flex app, the subject line is already filled in with the the customer name and account number. Can we have this field left blank so the sales person will realize this needs to ...

Created 21 Jun 19:21 by Craig Banyard

SalesLink Flex

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CloudLink Ideas Portal

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

Remove Customer Name & Account No. from Subject Line When Creating Activities in Sales Link Flex. Merged

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When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

Remove Customer Name & Account No. from Subject Line When Creating Activities in Sales Link Flex. Merged

Identify yourself with your email address

Related ideas

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