Franchisor Ideas



When adding a Marketing Action item from within a Contact's Detail Page. The Marketing Activity for does not pull the contact into the form automatically.

  • Stephen VanVladricken
  • Mar 10 2017
  • Under Consideration
Idea Type Other Issue
Urgency Medium
  • Attach files
  • Kat Grady commented
    March 14, 2017 17:18

    The Marketing Activity pulls the contact into the form automatically in Mobile 2.0 version.  People who use this feature today may not notice the missing field in 3.0, resulting in Marketing Action items not attached to the contact.   See attached screen shots and steps to recreate the issue.  Consider changing the Urgency on this one to HIGH.