Some sales processes require the discipline of using the vtiger follow up calls and the calendar/task list. But users are conflicted because they like the simplicity of comments — at a glance the user can scan the last few comments and have a good sense of recent communications/activities. These notes in an activity (description) are buried to the point where it takes 3 clicks to see a note inside a call and move to the next one.
We designed our Vtiger Comments from Activities app to give you the best of both worlds. When a sales person completes an activity, the app automatically creates a comment out of the description notes.
Vtiger Version: 6.X |
PHP Version: 5.2, 5.3, 5.4, 5.5 |