Add Custom Activity Types
I would like to add things like:
- written note
- comment on social media post
- liked social media post
- conversation
And any others that come up that are relevant to how we interact.
6
votes
LABS Team
shared this idea
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Tonya Cozart
commented
I was coming here to post this, so many use social media as ways to connect, it would be nice to add even what platform, so instead of "text" or "note" you could put "snapchat" or "facebook"
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Add a "Mail" and "Social" Interaction Type to Contact Activities menu.
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LABS Team
commented
I would like to be able to differentiate between an in-person meeting vs a virtual meeting in a client's timeline.
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LABS Team
commented
When I click activity it doesn't give the option for letter
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LABS Team
commented
When adding an activity to a contact, it would be nice to have a mail as a choice in the drop down menu. I would like to add when I mail a card to contact.
