Making Notes part of the Date of the Last Activity

Currently Date of Last Activity does not include a date from a note. I think it should include Notes as an activity because a note can be call or action that a sales person made and therefore it is an activity. This is very important to us because our reps are rewarded based on their activity which right now does not factor in Notes only tasks and emails. We are having issues with emails in that some of the clients we send an email out to through Insightly are claiming that they do not receive them so we are no longer sending emails through Insightly. Therefore a rep will send out an email through their regular channels and make a note. We run a report expecting to see a date in "Last Activity" but it is not there.

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Comments

6 comments
  • I'll second this. Showing Note activity in the Last Activity tab would be a HUGE help to my team.

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  • Agreed.  This is critical for tracking effort and more importantly for isolating stale opportunities.  If someone provides an update in the notes section this should be considered activity or at the least there should a note timestamp available within the opportunities reporting.  Thanks

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  • Couldn't agree more -- I really want to use date of last activity -- using an automated field would be huge, but right now we have to use a custom field since a note doesn't constitute activity and we end up with inconsistent reporting.

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  • I also agree.

    Last Activity is a powerful field but it's not implemented to it's full potential at the moment.

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  • Agreed. We can't really see what the last activity of our Sales Team is right now because Date of Last Activity excludes Notes. it is frustrating our efforts to deliver accurate reporting. Is there no way round this? Thanks!

     

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  • Absolutely! Dear Insightly team, please make this happen! It can't be SO hard to code that in...? This thread date from 2017. 😳

     

    https://support.insight.ly/hc/en-us/community/posts/115001080087/comments/115001333028

    Marco Pena, if they BCC their Insightly email address, they will likely have good results. I'm using it that way. 

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