Hi! Would it be possible to add custom fields on ACTIVITES/EVENTS (like the ones we do have for CONT

 

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  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited February 25 #2

    Hi @Micke GOMES  I agree it would be cool to add custom fields for activities. I will say with the new Automation functionality, it's now easier to pull data from a deal into your activities. This can be done by using the data fields when building the Automation, however, this can only be achieved if you are building automation. 

    A possible workaround could be creating a custom activity type - then creating an Automation which states, every time this activity has been created - pull deal data into the private note on the activity

    Thanks!

  • Micke GOMES
    Micke GOMES Posts: 3
    edited July 2021 #3
    Edie Mew said:

    Hi @Micke GOMES  I agree it would be cool to add custom fields for activities. I will say with the new Automation functionality, it's now easier to pull data from a deal into your activities. This can be done by using the data fields when building the Automation, however, this can only be achieved if you are building automation. 

    A possible workaround could be creating a custom activity type - then creating an Automation which states, every time this activity has been created - pull deal data into the private note on the activity

    Thanks!

    Thanks for your reply! 

    I will have some tests using the Automation features - and will keep you updated on that :-) 

    Best