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Status: Idea Submitted
NatHiggins
Submitted by on ‎Mar 2, 2021 6:28 PM

Create a Follow Up Task when Sending an Email from the Inbox

When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.

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3 Replies
shawnlin
Participant
‎Feb 23, 2021 2:31 AM

Hi Team,

 

Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contact/company/ticket/deal.

 

Can the similar be added to conversation inbox while CS agent is replying to a customer? Now they have to create a task as a separate action from replying email.

 

This can be very helpful. Please consider providing such feature. Thank you!

Heggenes
Participant
‎May 27, 2021 2:38 AM

I support this request! Its possible almost everywhere else so why not here! There is most likely a huge possibility that a conversation is about SALES and then tasks would be the way to go for following up, not ticket since ticket is more useful in a support situation.

AndrewMetcalfe
Participant
‎Aug 23, 2022 1:00 PM

Support this and also a replicated idea that I think should mean these are merged with others.