Ideas for Acumatica

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Improvement for Activity functionality

We would like to get the get for the activities' dates recording. 

Especially, it's not logical now to get the Last Outgoing Activity date as the Creation date, but we would like to have here the date of activity as we would like to know what is the date of Last Outgoing Activity, but not when it was created.

P.S. As per current documentation: 

Outgoing

A check box that indicates (if selected) that a new activity of this type will be marked as the last outgoing activity for the lead, case, opportunity, or business account record that this activity belongs to.

 

Best regards, 

Halyna

  • Guest
  • May 29 2019
CRM
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