It will need an activity created so it makes sense to do this and link to a new activity. Why not have both options? Hyperlink to get the new activity and a hyperlink to go to the account?
We're thinking of making it a hyperlink to create an activity rather than a hyperlink to the customer info page. This is because a PAR ought to ultimately result in a sales activity so this would jumpstart the process.
Mark Courtenay
Yes, making it actionable to create an activity or opportunity straight from the reminder would be great!
It will need an activity created so it makes sense to do this and link to a new activity. Why not have both options? Hyperlink to get the new activity and a hyperlink to go to the account?
Hi all,
We're thinking of making it a hyperlink to create an activity rather than a hyperlink to the customer info page. This is because a PAR ought to ultimately result in a sales activity so this would jumpstart the process.
What do you think?