Customize Call and Meeting Cards with Custom Properties
We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created.
Use case scenario: We're trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below).
Take it one step further, allow Admins to make it a required property if needed so people don't miss capturing important information.
Right. We can create custom properties for calls but can't use them anywhere they're accessible/visible. It would be useful to be able to add custom properties when logging a call view or the call preview. If a call outcome is negative, we have a custom property for the "reason it's negative" that would be useful for reporting but we can't use it anywhere.
It's frustrating that we can create custom properties for calls but not for meetings. We need the ability to add custom properties on meetings and make then accessible from the activity timeline.