Activity Types: Allow for custom fields to be displayed based on specific activity types

Follow

Marcelo Ramagem

• November 15, 2019 14:47

So we created new activity types... and these activities require our reps to enter some data specific to that activity type. We want to add some custom fields but only to that specific activity type. It would be nice to have that as an option when adding custom fields in the activity module.

Ex: When adding custom field in activity object add a multi select dropdown control that gets displayed with the create new custom field popup screen to indicate which activity types the custom field should be displayed in.

 

4

• 

  Tom Kaltz

  • November 15, 2019 14:56

  Yes!

  1

  Comment actions Permalink
• 

  Marcelo Ramagem

  • November 15, 2019 15:31

  I think what would be even better is allow us to create custom forms (a new module) that can then be used in automations to updated other modules throughout salesmate. THAT would be an AMAZING feature!

  Salesmate team... implement things like this and you really start to differentiate yourself from the rest of the competition. These are things that would give real power to your customers.

  1

  Comment actions Permalink

Please sign in to leave a comment.