Organization/Opportunity Recent Activity

Please add a way to view "Recent Activity" directly from an Opportunity and Organization.  It is too many clicks to look at emails, then notes and find what were the last few touches with this Opportunity.  So when I view the Opportunity, I will see all "recent activities" filtered for this Opportunity.  So if I had an email linked to an Opportunity, it would show listed in the recent activity for that opportunity.

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  • Great idea thanks for adding it here Kenneth!

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  • Hi Kenneth,

    if I understand your concern, you can go to the "History" tab, it lists the actives that have occurred. It lists all the "Recent Acitivty" just using a different name.  

    Hope that helps.

     

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  • Well, close.  I did learn something, but it needs to be the History for all "object" linked to this opportunity.  So If i got an email from a contact, and the email wasn't linked to the opportunity, but the contact was, I'd like to see it as "recent activity".  Make sense??

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  • I hear you. I have voted for this feature.....

    Have you linked the organization and opportunity? It does mean an extra click to get to the e-mail from the contact though not too much more work. Another idea, if you are working on a particular project you can set everything up as one project and link all to that project.

     

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