Add new Peoples with their namne/number directly inside your Activity.

Jörgen Sjöstrand_231
Jörgen Sjöstrand_231 Posts: 80
Third Anniversary 10 Comments Photogenic Solution Provider
edited July 2022 in Ideas and Product Feedback #1

Creating a new person or company directly from inside an activity is a very efficient way of working - like if you on the phone get a new name with phone/mail - you can just write the name there and it gets created and linked to activty and company.  

But it would be better if the Add new person dialogue poped up so I could directly enter al the information like mail and phonenumber - so I dont have to firsta add their name, then close activity, search up name, enter phone and email, search up the activity again, open it, klick "Invite linked peoples" and firstly there invite them to a meeting.  

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Also the ability to create a Deal directly from inside the Acitivty would be immensely helpful - similar user case.

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited June 2022 #2

    Hi @Jörgen Sjöstrand !

    We appreciate your feedback, thank you for being so detailed. I see how these options would be handy and save time. We've sent the over to the team for consideration.

    Have a great week!

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Posts: 80
    Third Anniversary 10 Comments Photogenic Solution Provider
    edited June 2022 #3
    Inês Batata said:

    Hi @Jörgen Sjöstrand !

    We appreciate your feedback, thank you for being so detailed. I see how these options would be handy and save time. We've sent the over to the team for consideration.

    Have a great week!

    Any news here if it was taken up to research for future implementation? 

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