Please Login with your Salesforce ID to post, promote or comment.
Salesforce IdeaExchange
FAQs | Terms of Use7409 Ideas; Promoted 154858 Times; 14441 Comments.
- Suggest a New Product Concept
- Promote Ideas That You Want to See Developed
- Discuss With Product Managers and Other Users
- See What We Are Planning To Deliver
Multiple Contacts to be allowed on one activity, be it a task or event! Please!
Our sales reps have meetings where they could literally speak to thirty contacts or have tasks where they could involve 30 contacts. We too, want to track that activity. We want our reps to get credit for all thirty of those talks but we all know our sales people, they don’t want to take 20 to thirty minutes to log the same activity 30 different times. Having the ability to clone activities, tasks and events, and change the contact would be a huge improvement. The best solution would be the ability to add contacts in the same fashion you can add contact roles to an opportunity. This would mean that when running a report for the rep for their activity on the account this activity would show 30 times, once for each contact. The history would also show on the contact record. I cannot tell you how much easier this would make our reps lives!
|
Susan_V 03/14/07 |
I have had this request from users before, but the downside of doing this is that it distorts your activity reports. Example: If Rep A meets with 40 people for a 1-hour meeting, they would get credit in an activity report for 40 hours and 40 activities, even though they actually only spent one hour of time. If Rep B met with 40 people individually for one hour each, they would appear to have done the same work as Rep A, even though Rep B actually spent 40 hours. |
|
melidramatic 03/15/07 |
As a sales rep who often conducts meeting with multiple contacts present, I would like the ability to enter the meeting one time, have it count as one meeting toward my activity, but I want to be able to check off all of the contacts that were in attendance, so that when looking at a person's contact detail, the meeting shows up in activity history. This would be a HUGE time saver and it would accurately help reflect the involvement with each contact at a site. |
|
cmkeefe 03/15/07 |
I would like the ability to enter the meeting one time, have it count as one meeting toward my activity, but I want to be able to check off all of the contacts that were in attendance, so that when looking at a person's contact detail, the meeting shows up in activity history. This would also really help with any follow-up tasks as well. |
|
mtlcanuck 03/15/07 |
I understand your argument; and for some companies that track activity by time involved this might be an issue. However, it’s an issue that would be easy to solve, by adjusting reports to screen by Event date and time to only pull the first record of any “perceived” duplicate activities. In the case of our business, we track the quantity of the activities, not the time involved. From the quantity of the suggestions about this subject, (I saw similar variations), this is an issue for other people/companies too. To use your example, here is an average day for one of our reps performing an in-service session for one of our customers. First, they travel to the customers’ location (2 to 3 hours), spend 7 to 8 hours working with individuals on product usage, be it 2 at a time, 3 at a time, or 1 at a time, and travel back home (another 2 to 3 hours). Second, they then need to record that activity of teaching those individuals. That requires them to enter all 30 of the individuals in the system as contacts if they are not already in the system. Then, go into the opportunity and create the event for each of those 30 people. That is 60 entries!!! If you have worked with sales people, you know they are not going to enter all those contacts and activities, as it is excessively time consuming, taking away from selling time or in this example well deserved rest. |
|
mtlcanuck 03/15/07 |
continued... I am a huge proponent of SFDC at my company and I love it for the most part except when training sales staff. When I get to the part of training on recording activity and our business processes in SFDC, I want to hide; the reps look at me as if I’m insane. In my humble opinion, there needs to be a solution for both business processes for SFDC to market as a total CRM solution. As a business, we need to ensure we are staffed appropriately; therefore, we need data to back up requests for head count. Budgets are not adjusted just because it is requested in this age of financial fitness; you must prove with fact why you need what you say you need. Thank you for your consideration in this matter. |
|
melidramatic 03/17/07 |
Merged Idea
originally posted 03/15/07
Multiple Contacts allowed for a single meeting
As a sales rep who often conducts meetings with multiple contacts present, I would like the ability to enter the meeting one time, have it count as one meeting toward my activity, but I want to be able to check off all of the contacts that were in attendance. The thought is to have some sort of button that will load all of the contacts at this site. I can then check off who will be present at this meeting and the result should be that the meeting is now listed under all of the attending contact's activity history. This would be a HUGE time saver and it would accurately help reflect the involvement with each contact at a site.
|
|
RK 03/30/07 |
This one has been a struggle within my org as well - as melidramatic mentioned, does a single meeting with 40 people count as 1 meeting or 40? The stance that we have taken is that it counts as one, and therefore there should be a single meeting on the organizaer of the meeting. Any subsequent conversations separate from the big meeting that involved the advancement of sales should be entered as separate meetings. However,there are cases where my sales people want to know who attended a big meeting, regardless of if there were subsequent conversations. Today, it is handled by a (clunk) custom object. It would be great if we could just link them all to the single big meeting. |
|
trythewhine 04/03/07 |
Here Here! This is a standard functionality in other programs like ACT. In ACT, you have the choice (it is a checkbox if memory serves) that gives you the option to create a seperate event for each contact or have it count once. Either way, it shows in the activity log for every contact "tagged" so that you can plan your follow-ups (which could be different for different contacts). |
|
vanessa 04/05/07 |
Likewise, an activity should be able to be assigned to multiple accounts. |
|
RobCrav 04/13/07 |
AMEN!!! I have sales reps that meet with multiple prospects and intermediaries at one time, and they are extremely frustrated that they have to enter the same details in several times!!! |
|
stuckwithsfc 04/18/07 |
My team is in the same boat. We all touch many people every day and entering those activites is too painful. The result is that we don't enter them. Also, we must be able to enter multiple contacts for a single meeting. It can't be too hard to program around the issue of "30 people in 1 meeting for 1 hour = 30 hours". Many days I facilitate training to groups of 10-30 people and it's not uncommon to have 4 training sessions in a day. Can you imagine that nightmare? Not to mention reporting on that level of activity. Come on SFC step it up! |
|
nayoub 05/17/07 |
This is my #1 request! This is causing such frustration with our sales people as well. Especially because we categorize our contacts (lender partners, broker partners etc.) What is happening now is they are attaching the sales call to one contact, and we are making assumptions of who attended the call (so as not to duplicate the time on our activity reports). It would be great if we could allow a 1 hour sales call to be added to multiple contact pages while only accounting for one hour of time on an activity report. This will allow our sales reps to pull up ANY contact's profile and see the sales call that occured, rather than only displaying it in only one contact. It would be great if on activity reports it counted as 1 hour, but if we wanted to see a report listing each attendee, that would be available as well. |
|
dgreenman 05/21/07 |
This is a huge weakness in Salesforce and one that needs resolving ASAP. The system is meant to show the history of activities with contacts within the Sales process and yet with this huge hole in it, it clealy falls short. The Activity reporting should sill work as it's still only a single activity even if multi people are in attendance. Come on Salesforce get this fixed |
|
sgrothaus20 05/21/07 |
Merged Idea
originally posted 11/17/06
Associate activities to multiple Contacts, Accounts & Opportunities
We need the ability to link an activity to multiple Contacts, Accounts and Opportunities. For instance, if we log a phone call with an architect. They may share information on multiple accounts and opportunities that they are working on and that we are tracking. We do not want to log that phone call multiple times.
Also please see my post about rolling activities for a Contact up to the Account. |
|
sgrothaus20 05/21/07 |
Merged Comment
originally posted 11/21/06
Currently our users must add the same email using the Outlook Plugin multiple times to account for each contact, account or opportunity discussed during the meeting, email, or phone call.
|
|
MLhp 05/21/07 |
Merged Comment originally posted 02/26/07 |
|
Brykerwoods 05/21/07 |
Merged Comment
originally posted 03/05/07
When creating events in SFDC you can only associate that event with one contact even though there might be multiple invitees. This is problematic because when looking at individuals activity histories you are able to determine if they have attended a past meeting or event quickly.
|
|
wyliecoyotenz 05/21/07 |
Merged Comment
originally posted 03/05/07
Would using campaigns to group attendees work? You can then run a report on the differnt meetings or seminars.
|
|
Stevenn 05/21/07 |
Merged Comment
originally posted 03/05/07
this idea is same as http://ideas.salesforce.com/article/show/47371/Multiple_contact_scheduling
|
|
pt 05/21/07 |
Merged Comment
originally posted 03/05/07
excellent idea. the issue at the moment is that you can only assign a single contact / lead to an event. This means that if you have three people from an account attending an event (A, B and C) and you create the event with A as the main contact the event only appears A's contact event history and not on Bs or Cs. Being able to select A, B and C to join the event and having the activity appear on all of their contact records event history is essential for reporting and event tracking.
|
|
kes123456 05/21/07 |
Merged Comment originally posted 03/05/07 |
|
pschatz100 05/21/07 |
Merged Comment
originally posted 03/05/07
If you use such an option to automatically update attendee histories, how do you confirm they actually attended the event? I don't see any way to do this without going to each attendee record one by one.
|
|
ChrisEvansMitchell 05/21/07 |
Merged Comment
originally posted 03/05/07
This would be good for reporting and history reasons, especially for contacts involved with the event outside the account. This would mean ONE event log!
|
|
LMSchneider 05/21/07 |
Merged Comment
originally posted 03/05/07
Ability to schedule multiple contacts for the same event or task.
A couple examples: 1) if contacts from different companies will be attending 2) if the same event or task is scheduled for multiple contacts (even though possibly on different days...can mark the date of completion when task or event is closed. |
|
Stevenn 05/21/07 |
Merged Comment
originally posted 03/05/07
This is a great idea. I have many customer meetings with more than one contact present. To have an accurate history by contact, you currently have to go in and add another event for each contact. Very time consuming. Typically sales rep won't bother. For complex sales with multiple decison-makers, it is important to track all attendees at meeting.
|
|
Stevenn 05/21/07 |
Merged Comment originally posted 03/05/07 |
|
pt 05/21/07 |
Merged Comment
originally posted 03/05/07
I've promoted both this and http://ideas.salesforce.com/article/show/23659! Thanks. Can these be amalgamated?
|
|
kes123456 05/21/07 |
Merged Comment originally posted 03/05/07 |
|
ChrisEvansMitchell 05/21/07 |
Merged Comment
originally posted 03/05/07
This would be good for reporting and history reasons, especially for contacts involved with the event outside the account. This would mean ONE event log!
|
|
Kish 05/21/07 |
Merged Comment
originally posted 03/05/07
When I visit someone, or call them, I always enter a note. However, if I visit with multiple people at the same time, I always have to copy and paste my note, so it appears under the other contacts too.
This is annoying because: 1. When you look at an account from the account view - you'll see that note appear several times, for each individual contact. 2. If you enter only one note, under the main person you met - in future, when looking at another contact, you may not realise you met them before. It would be better if you were able to add mulitple people to calendar entries or notes. I am sure there are hundreds of other users who feel the same way. |
|
kes123456 05/21/07 |
Merged Comment
originally posted 03/05/07
This is an extremely important feature! When an event involves multiple people, the details from the event must be shown in all attendees that are invited to the meeting. And currently, it seems to only show under the primary contact’s information. Are there any plans to get this feature included?
|
|
ChrisEvansMitchell 05/21/07 |
Merged Comment
originally posted 03/05/07
This would be good for reporting and history reasons, especially for contacts involved with the event outside the account. This would mean ONE event log!
|
|
InquisitiveJohn 05/21/07 |
Merged Comment
originally posted 03/05/07
This should apply to adding an email through Outlook Edition as well. Currently you can only select a single contact. Seeing all of these records in the Account display is still a bit of a problem in this scenario, but I think there are ways to approach that as well. See related comments on other posts regarding the handling of Mass Email, which poses similar challenges.
|
|
Imagine 05/21/07 |
Merged Comment
originally posted 03/05/07
At this time only one contact can be associated to an activity. This poses an issue with our company when an meeting activity is logged and more than one contact from the account is associated with the meeting. For example, if a salesperson attends a meeting at a client site, he/she should be able to log all account contacts that attended the meeting. This is necessary to track in our business for both business intelligence and compliance.
|
|
Skowron 05/21/07 |
Merged Comment
originally posted 03/06/07
When for an Event additional Contacts from Contacts list are selected as Invitees there is no connection between them and this particular Event.
The result is that when an Invited Contact is viewed there is no Activity in its record page. Only the Contact from main Contact selection in first section of edit Event has this Event as Activity. As the Invitees are selected from general database of Contacts in sfdc it seems not impossible to make such connection. |
|
DaveAMG 05/21/07 |
Merged Comment
originally posted 03/09/07
I like the idea. How about just being able to see all the activities in an account; regardless how the activity is attached weather it be an Opportunity, Account or Contact. Be allowed to have viewing access rules to activities within an account and the contacts and opportunities that are related to the account.
|
|
kevin.kelly@app-x.com 05/21/07 |
Merged Comment
originally posted 04/23/07
Great idea, i Have clients asking for this.
|
|
Pony_Boy 06/12/07 |
My sales guys run into this problem all the time when they meet with several people, all of whom are involved as contacts on a major project but can only put the history under one person as they will not log a call on the same call for more than one contact. |
|
sonicfraylnxi 06/20/07 |
Same for a case- we deal with multiple people on both ends when working on a case for a customer. The customer may have multiple contacts that need to interact with the case and on the salesforce user side, we also need multiple case owners |
|
mmennen 07/09/07 |
We have the same need for when sending emails, events or other tasks -- we need to be able to associate not only with an Opportunity, but also with other Contacts in addition to the one whose record we are in (or emailing to, or inviting to a mtg), so that an Activity shows up on their record too. Any idea on when this might be rolled-out, it seems to be a big need? |
|
mwilliams 07/10/07 |
This is also a huge issue for my company. Our Reps often meet with 2 or more contacts at the same time and this would allow us to capture each encounter for all related contacts. Great suggestion! |
|
EGFICK 07/17/07 |
Along this same line of thought: I may pull up an opportunity, make a call - leave NO VM, but call the same contact on another line or mobile - not reach the party a second time and call a different contact, get a live human make a note and want to move on... I would like to get credit for making 3 Calls with out having to have 3 call records and do the same thing 3 times, I would like a box with a "x" or "multiplier" box where I could simply type in a 3, hence three calls one connection and notes that are relevant. |
|
FICLSalesForceAdmin 07/18/07 |
Has someone from Salesforce even seen this feature request? Is this even on their radar? I understand they can't commit to when this would be implimented, but this feature is a must have. It seems that most ideas on the exchange have a moderator assigned, but so far this idea has no posts from a Salesforce employee. I certainly hope this request is not falling on def ears. |
|
Mark_Abramowitz 07/26/07 |
Relating an activity (tasks and events) to multiple accounts or contacts or opportunities or custom objects is acknowledged as a very important feature and a key enhancement to our contact management capabilities. We are actively engaging with customers to determine exactly what is needed here and working with development on scoping the effort. When this feature is delivered we will need to figure out how to handle the various reporting aspects. Does the event with 5 contacts count as 5 meetings? or does an event with 5 contacts count as 1 meeting? Should we handle both situations? All the comments are appreciated. Please keep them coming. |
|
rpr2 08/07/07 |
When sending an email through Salesforce, the email gets logged only to one contact. We would like to have it logged for each contact included on the TO, Additional To, and CC fields. |
|
SeawardT 08/10/07 |
Absolutely! This would be very helpful when trying to have multiple users alerted when a case is updated, particularly for larger Support Accounts. |
|
smackerer 08/14/07 |
I need the ability to Create a campaign send it out and then be able to assign a follow up activity to each person on that campaign list so that they get the personal call????? Is there anything that does this currently or are we in the waiting stage?? |
|
sarana 08/30/07 |
Another application of this feature to log one activity with multiple contacts is to keep track of people who attend training. At our company the retention rate of customers is often related to the training sessions they have participated in. As salespeople, when we call to close the account, it is important for us to see if they attended training. Our training staff does not want to enter individual events for each training session - we have people from multiple accounts participate in training classes together. |
|
jmc 09/19/07 |
In response to Mark_Abramowitz's post on 7/26: The inability to relate an Event to multiple Contacts and Accounts is a major complaint we have from our users; we hope the feature will be implemented asap. And please make sure that the Event rolls up to all associated Contacts and Accounts (instead of just 1 Contacts and 1 Accounts as currently does). As per Mark's question, Salesforce should handle both situations; though in our specific case, it is more often that we count event with 5 Contacts as 5 meetings from reporting aspect. |
|
hlyons 10/15/07 |
We have recently come on board with Salesforce and calendar management is the only complaint we have. If the following items could be addressed it would make our lives a lot easier: - The ability to attach mulitple contacts to a single event with out using the "Send Invitation" button. - To be able to invite other Salesforce users to an event with out an invitation going to the client. - For the "Location" field to be automatically populated with the Contact's street address when a contact/account is related to the event. |
|
dgoldston@mwadvisors.com 10/16/07 |
Leads and Contacts invited to an event should have the event in the Activitiy related list on their Contact and Lead records. This would be AWESOME for reporting purposes. |
|
kalakohan 10/24/07 |
Yes! This would be especially fabulous for conference call with multiple users on both sides of the call! The only work around is to log the call on each of the desired Contact records. Salesforce support suggested that I create a Clone button for Tasks. This way once the call is logged you can clone the record and simply change the contact name to create the same task on an additional contact. It kinda works but you can't view everything on one screen. Please, please,please implement this feature!!! |
|
mtlcanuck 10/26/07 |
Have you any updates SFDC? Again, I feel that it is extremely important and as others have pointed out, a HUGE hole in customer management. The point of using SFDC is to know what is going on with customers and activities is the foundation of serving customers. You need to be able to remember everyone that was there. If I view a contact record and see an event, if I click that event, I should be able to see everyone that attended that day. In addition, if I'm reviewing all the Activities I have completed and the activity name I should see everyone that was in attendance. While viewing this list, I should be able to click on an attendee and go to their contact record. |
|
davidp 10/31/07 |
Who ever heard of a successful event/meeting that only had one attendee? Please modify to allow multiple contacts to be linked to an event and for their attendance at the event/meeting to show in their contact history. We run campaigns as just that - an attempt to influence and change attitudes. A campaign has several events and meetings and its success can be measured in the contacts in attendance. Conversely our success with our contacts is having them engage in mulitiple events - so seeing this in their contact history is important. |
|
ambamso 11/12/07 |
Merged Idea
originally posted 11/11/07
Improving the Activity History Section
Currently we are only able to record the main client attendee and one attendee (user) from your respective company.
It would be nice to improve on this and have the option of adding a multi-select pick list to record other (secondary) client attendees and other attendees (users) from your respective company. When searching for past call/meeting records, this would be very useful since one call note can be linked to multiple attendees. This way, each attendee would have a complete history of meetings/calls/etc. linked to their name. |
|
KFret 11/20/07 |
We get around this in two ways: campaigns and opportunities. I'll use mtlcanuck's average day example (offering multiple training sessions at one site) above. First technique: using campaigns. 1) A campaign manager creates a campaign called "training: 2007: New XYZ product" 2) Field rep creates a meeting. The meeting is with the on-site contact (just one person) 3) If there are 3 attendees at that meeting, Field Rep adds these 3 contacts to the "Training: XYZ product" campaign. For searchability, maybe paste their names into the meeting notes field as well. Result -- anyone can easily get a report on who got training on the new XYZ product in 2007, regardless of which field rep offered it, or which contacts attended. Following up on the training is a breeze, since you already have all of them as campaign members! The campaign member status field can help you: use detailed status choices, like "candidate" (someone thinks they should be invited), "invited" (someone actually sent out the invite), "will attend" (so you know how many donuts to buy) or "declined" (bummer), then "attended" or "no-show", and then your in-house quality control team sends whatever thank-you/how-did-we-do e-mails "attended, sent follow up" with two final choices: "attended, no follow-up response" and "attended, follow-up responded" or other choices, as you see fit. End of the year? De-activate that campaign, and create a new one for 2008. That's the first way. The second way is by using an opportunity. Here, to track a training session, the opportunity has no sale associated with it, so you can even create a special ultra-simple opportunity page layout with just a few fields on it, and no products related list. But by tracking your training session as an opportunity, you can associate as many contacts with it as you want... associate a couple meetings with it (maybe one to plan the training session, and then a second meeting which is the actual training session itself, etc.). A new training session? Clone. Re-training a group of people that you trained last year? Clone with campaign members. So think about the Opportunity object or the Campaign object to help you. |
|
mtlcanuck 12/10/07 |
KFret - Thank you for your input - glad we are all thinking out here. The input, however, is not an overall solution to the issue - it is an additional band-aid. The reps would need to create a new campaign with every training session to show subsequent trainings - they could not all be logged under one umbrella training Campaign. We are a sales team, so our opps are used for actual product sales – Yes, you can create activities on the opp and add contacts with contact roles; however, this does not connect the activity and the contact record. We have a band-aid in place now, a clone button where the reps can click it and then change the contact each time. Again, the ideal solution would be an event/task object that allows the selection of multiple attendees (contacts) with the creation of ONE event/task. This would save untold amounts of time for our representatives as well as improve user adoption. Right now, our reps see this as a daunting task to enter 40 contacts and then go back and create an activity for each one. Needless to say, we know more activities is happening than is being logged. I envision when clicking the “New Event” button, information is gathered and a page formatted showing all the usual fields needed for an Event but the difference being all contacts that are listed on the account at the time would be listed with empty check boxes that would allow the representative to check all who attended. Upon saving the Event, the event would be registered on each contacts page. Any ideas on when something like this could be developed Salesforce? |
|
joshsutterfield 12/20/07 |
I hope any kinds of features we add, we are able to report on, and reporting is so weak with existing features, it's exactly this kind of thing that gets added in, but becomes a reporting nightmare. |
|
nayoub 12/31/07 |
Mark_Abramowitz Our company would see it as being one meeting, however the event would be stored in the activity history for all 5 contacts. If I were to pull an activity report on the event, I would want it shown as 1 hour of time with 5 contacts. This is a big request for our company, so let me know if you have any other questions or need any testing done while developing it. |
|
littlefrantz Feb 6 |
This idea is crucial for folks in marketing... if we send out a marketing piece to 3000 different leads and contacts, I want to be able to update all of these leads/contacts to show that activity. |
|
fifedog Feb 14 |
I'm sorry but shouldn't this be an event? That's where you have multiple people for one activity right? |
|
mgsc Feb 20 |
We need the ability to relate a custom object to the activity. Example - A sales rep that will offer several "Destinations" to a single contact on a single call. We need to track this as a related list - where we could pull in all "Destinations" that were discussed as individual line items. (It is important to note that these Destinations are separate from Products.) Each line item would have a few fields including a Destination picklist & a few other custom fields. Strange that we can relate Custom Objects to other levels but not to Activities. This would make life much easier. |
|
ryerkes Feb 24 |
Changed status to Ideas Under Consideration. |
|
smeade004 Mar 21 |
Yeah!!!! This is a huge pain point for us, any idea on time frames? |
|
smeade004 Mar 21 |
Mark_Abroamowitz - It seems there should be an option to select to count time. If everyone puts their thinking caps on companies are going to see this in different fashions. Some will see that if I'm in a meeting with 10 people and I'm talking with them each for an hour, technically, I have spent 1 hour with each person, thus 10 customer contact hours. However, I recognize that some would view that in the context of actual work hours talking with customers (for reporting on a time card). So, a solution, would be an administrative control for the organization - for those organizations that care about the amount of time the customer has been exposed to the company, it would be customer hours - for those more concerned with time card issues, it would be work hours. Sound like a solution? |
|
smeade004 Mar 21 |
by the way, do to a reorg of our company, the id I used to have that started this string "mtlcanuck" was assigned to a new user in a new level of management - I will now be posting as smeade004 |
|
smeade004 Mar 21 |
RESPONSE TO FIFEDOG - that is exactly what we are all talking about. If we have 10 people at an event, to note all ten people, you would need to create 10 events - which, not only makes a mess of your calendar, it is TIME CONSUMING for a sales person that dislikes doing administrative work anyway. |
|
gsteven Mar 26 |
This would be a great help for our team. Also would be useful when sending out emails to multiple people to be able to add that email to the CRM only once. Thank you for your consideration on this. |
|
enbsbercan Apr 17 |
I think this would be useful. Perhaps if it could list the primary person and the others would be noted as attendees. |
|
romainc@resmed.fr Apr 24 |
Hi That would be fantastic. This idea is promoted at hight level. May be for the next release???? Our training team is entering training in SFDC. The training is attached to an account. But then they need to be able to specify more than one contact. To allow the sales taem when visiting of those contact to identify that they have attennd a training. today it's only possible to see that a training have been done for one account. But not possible to track this for contacts.... Regards |
|
ryerkes May 1 |
Folks - in response to the posts since I marked this as "under consideration", we are actively working on this but do not yet have a release target as yet. Enbsbercan mentioned the need for a "primary" contact designate in the case where multiple contacts were related to the activity. Is this relevant to anyone else? Thanks again for all the comments here - it is tremendously helpful. |
|
cyber May 7 |
Yes, multiple users should be allowed with one activity. From the beginning of my Salesforce use, this has been my number one wish. Without it, Salesforce is quite cripled as a tool. |
|
cyber May 7 |
Yes, multiple contacts should be allowed with one activity--lets one cross-reference, just like one's brain works. From the beginning of my Salesforce use, this has been my number one wish. My previous post had a small wording errow). |
|
mckinnmd May 8 |
To answer your question ryerkes: Yes, having the ability to designate a primary contact in the instance of mutliple-contact activities would be great. Also, I think contact teams would be a great addition. If there are groups of contacts that are always met together, then they could be added in one entry. |
|
heidi13 May 9 |
Great idea :-) |
|
scraps May 9 |
I want to throw my support behind this idea. My managers are keen to get a release date or eta as well! I only need the following: -Meeting details displayed on the Open Activities/Activity History object for all invitees -A meeting with multiple invitee's reported as one meeting, but with all invitees listed Also, RE: ryerkes 1 May 2008: It would be good to mark one invitee as the primary contact, perhaps by a checkbox against their name in the invitee list. |
- linlam
- jsimpkins
- jimflan
- panda23
- iswinson
- peter.thompson09112007
- daringrad
- Arnar
- marcus@the_'gan
- peecee
- TomaszOczapowski
- john_cawrey
- Timeman007
- echalkadmin
- david_martineau
- heatherwebster
- pfosh
- aptx
- heidi13
- scraps
- aseibert
- jaching
- susieb
- calbrecht
- sheroner
- sadeepa_palliyaguru
- 07/11/2007_1:39
- ConstellaCara
- hollyfaulkner
- bschultze
- raddog
- tbc
- cerley
- asamuels62
- mckinnmd
- slainte
- gotcha
- ufalum1991
- alexb
- argipam
- sales-sf@homecomfortzones.com
- marcfrancisco
- insiderbob
- wanderlust
- kjoseph
- inveniotechnyc
- Eirik
- wgeis
- wennerj
- david.hong
- take9@anklefish.com
- 06/6/2007_21:48
- denizuner
- bernadette_sire@millipore.com
- sriramvsv
- ezra_kenigsberg
- arkema
- onecoldcanadian
- bsc
- markrad
- silvia@mm
- codybraxton
- jasonfluid
- Tim_N
- PA02
- suerus
- monicag
- jschaff
- abarr
- greyhound
- cresn
- esca
- chopair
- Faun
- sonyas
- sheikkila
- paulstager
- chemphill
- r6elmo
- juangomez
- abe.diamond12272007
- marketforce
- thermonitontom
- rpeters
- rro
- Robi
- mauricio_parra
- crmddc
- Franchise35
- tmgarvey
- icemft1976
- AC4IdeaExchange
- steveuk
- thutchcroft09272007
- pkim04152008
- Rita
- clearimage
- faquino101
- hanstil
- mae_anne_salinas
- wisdom
- Christoph_K.
- Maryann
- romit
- stuart_bernstein
- publisher
- nicekato43
- fifedog