Create a completed activity outside of email messages
complete
Matt Kendrall
It would be great to be able to manually add a completed activity that would be recorded in the audit trail of the escalation, and possibly the full activity list for the customer account. A completed activity might include things like making a call, leaving a voicemail, sending a letter, inviting a teammate to help, or simply a general note or reminder. When there is a CRM/ERP integration, these notes could potentially log as activities in those systems and would be tied to an account, contact, opportunity, etc.
Micah Johnson
marked this post as
complete
Matt Kendrall
marked this post as
in progress
Roger K
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planned
Micah Johnson
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under review