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ReportWe are a very customer focused software/engineering company and sales handles multiple requests from customer (up to 15-20 tasks at a time) to capture these tasks we create “meeting reports” which are basically the same thing as an appointment. For tracking purposes I overwrote Cases as meeting reports for the default entity relationships. Below is the new form
I tried adding just the task grid to the form but it is just a view to look up tasks (not a simple click and add)
I see that you can go to the activities up at the top under “Common” but that is just an awkward location, doesn’t follow a business process flow, and applies to all activities, not just tasks. This kind of functional view would be great if it existed within the Meeting Report form and only related to “Task” activities.
I saw that you can create a business process flow so that a Case would transition to a task...but is it possible to transition to a task grid workspace? im bascially fishing for improvement ideas because i need this is one working location or a strict path for a sales person to enter data
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