Create activity when a quotation is added

Completed

Joris Tettero

• September 28, 2015 14:04

There are two points that could be improved/changed.

1. It doesn’t seems possible to set the starting date and time in an activity. At this moment the starting point is equals to the moment of saving the quotation. It would be nice to set the starting time 30 days ahead for example.

2. The reminder could be set but the checkbox isn’t checked.. so it isn’t active. There isn’t an option in the report action to change this setting.

[B1UP-299] [B1UP-300]

Vote

1

• Official comment

  

  Naama Aharoni

  • July 24, 2016 13:48

  Hi Joris,

  This was added to B1UP 2016.06.

  Thanks, Naama

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