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RyanTolley
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Member since ‎Sep 10, 2019
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RyanTolley on September 30, 2021
Default Association of Activities
My team enters call activity manually and it would be extremely beneficial if we could set the default associations so that the call is associated with the contact, deal, and company rather than having to select those manually.
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Dynamic3PL on July 22, 2019
Customize Tasks Page - Change Default View
Our team uses the Tasks feature to assign tasks to one another. We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board. Since last week, users opening the Tasks p read more
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RyanTolley
Member
September 10, 2019
Can you please add a default setting to tasks that would allow the user to choose how the task page opens up? Currently it opens to "Due Today",...read more
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