It would be great if we could add the "create [activity]" buttons in the new custom CRM cards. Ideally, the activity created via the button on that specific tab would then stay on that specific tab. Use case. Organization has a tab that highlights on specific aspect of clientele journey, but does not fully require a separate object to track and report. Organization would like to quickly make relevant commentary or tasks and have said activity be quickly identifiable. Currently one needs to switch back and forth between the custom tab and the activity tab, which would be just annoying enough, but the acitivity tab even resets each time, meaning the user needs to search again for relevant activities and cannot smoothly flip back and forth between their cards for reference.
... Afficher plus