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Account last activity Review

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    Hi Brian

    This is a good request. Is Pepperi integrated to your ERP? If so, it is doable. You can import the last activity field to the Pepperi Account and then display it in the Account List, export to excel, and sort..

    If you are not integrated, there is currently no such field. I know there is a field like this for Activities that are planned using the Activity Planning module, however sales orders are not included there.

    I will review this with the product team and the status will be updated here if this feature is planned (you will be notified).

    Thank you

     

     

    Merav Bitton

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