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Joseph Farahat

activity series in the opportunities window

Status: Available in ACT! 2011
by on ‎03-23-2010 04:22 PM

Since now we can create a activity in the opportunity, it would be helpful to allow the activity series to be used here as well

Status: Available in ACT! 2011
Thanks for the idea, Joseph! In ACT! 2011, we've added a new feature called Smart Tasks, which is comparable to Activity Series and can be applied on Opportunities.
Comments
by
on ‎06-16-2010 10:21 AM
This would be great if possible....
by
on ‎07-12-2010 03:39 PM
Status changed to: Available in ACT! 2011
Thanks for the idea, Joseph! In ACT! 2011, we've added a new feature called Smart Tasks, which is comparable to Activity Series and can be applied on Opportunities.
by Nickel Contributor
on ‎12-20-2015 06:40 AM

This needs to be re-activated. The statement that Smart Tasks can replace Activity Series is a cop out. Adding Opportunities to the Associate With screen when Scheduling an Activity Series from within an Opportunity would probably be easy. In fact it ought to default to the Opportunity that you were in.

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