When I create an Activity in the Opportunity Detail View the Activity is automatically associated with the related Opportunity, Contact, and Company and Shared With the Opportunity.
I would like the same thing to happen in a History when I click E-mail in the Global Toolbar with an Opportunity open.
We used to use Activities and Alarms to drive our calls but we are using Opportunities far more now because it is more efficient and cuts down on the number of clicks required to navigate the program. However; the preponderance of our communications no longer involve typical Activities: Meetings, Calls and To Do's etc. Between 60%-80% of our customer communications these days is by E-mail. Also, relating History of those messages directly to the Opp that the message is about increases the value of Act! Opportunities to our firm by making it easier to see all communications in 1 place.
Currently, in order to associate the E-mail History our reps are required to:
Make a mental note of the Opportunity Name.
Click Contacts in the Nav Bar
Click Last Name
Type in the name.
Compose and Send the E-mail message. (Same number of clicks either way.)
Click View, Refresh or press F5 to Refresh the Contact History until the History appears. Waiting is often needed.
Double Click to Open the E-mail History.
Click the Share With ellipsis "..." button.
Click OK on "Sharing a public history allows it to be viewed by users with access to the Group, Company, or Opportunity."
Click the View DDL button and choose Opportunities.
Click in the Find field and start typing the Opportunity name (if the rep still remembers it).
Unfortunately sometimes this process is interrupted or omitted due to time availability and reduces the reliability and effectiveness of our reporting process.
We send out 8-20 sales opportunity related messages per day per user. Counting 6 Active reps x 14 avg messages / day or 21,000 / year x 14 clicks per each = 294,000 clicks! Perhaps that is 60-90 seconds of time per association on 21,000 messages that would be 525 hours @ $25/h w/ benefits or $8,000 to $13,000.