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Unlimited Activities on Account Dashboard

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5 comments

  • Official comment
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    Hi Carl

    The Toolbar is limited, however the Activities Menu is unlimited.

    Is putting them in the menu an option for you? You may put the most used activities in the toolbar, and the less commonly used in the menu.

    Merav

    Merav Bitton
  • 0
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    Carl Hauser
  • 0
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    Hello Merav

    • most used in Toolbar
    • all currently applicable in Menu
    Good enough for us, for now, yes.

    In general, if there are many different activities, it's hard to distinct on toolbar, even by shortening name.

    Unfortunately also menu doesn't stretch more, and cuts long activity names.

    DE = Distributionserhebung = retail audit

     

     

    Carl Hauser
  • 0
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    Best way to solve, in order to have as less activities on an account, is to map Activities fields to Account and/or Rep fields.

  • 0
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    We will be adding the capability to configure the Account Dashboard by Account types in the future.

    You said you have Activity association by Customer type, but also by Rep. For the associations by Rep, if you are not already aware (which I assume you are :), you can use Profiles.

     

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