CloudLink Ideas Portal

Add ability to 'email' a Note from SalesLink.

Similar to how COTI works today.  If someone adds a Note to an opportunity in SalesLink and need to communicate that Note, it would be extremely helpful if they can click an 'Email Recipients' button to select users who would receive an immediate email notification.  This could be further expanded to just have a global 'Email' button  where users could select recipients and add details, or the ability to send an Activity to others.

  • Deborah Styring
  • May 17 2018
  • Planned - to be scheduled
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