Regarding Activity Sets

Would there be a way to have a wild card in the title field of activity sets so that when it posts the reminder to your calendar, the name of the person it's set up for is showing rather than having to click on it and dig to figure out who the task is regarding? 

 

 

 

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Comments

2 comments
  • @Jane- It's not an option that is currently available but we're constantly finding ways to improve our features and feel this would be a great suggestion. A current workaround is to include the name within the title.

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  • I agree.  There are several situations we've found where we could use more customer or company specific detail in the Events, Tasks, Etc that are created by our Activity Sets.

    Specifically we'd like to have the ability to add customer name and phone numbers to the events or tasks.

     

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