Link Activity to Another Activity
We would like to ability to link activities together so if we are working on several items that need to move forward together, we could move the date forward on the "Activity Group" because we will need to work on all of the Activities in the Group on a single day. But we want to manage the separate activities individually as well once we unlink them.
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Matt commented
This has been a wish of our team for a long time.
Use case: Phone/Appt Activity is held, advisor makes notes, and there are follow up actions. To add actions in this activity and then retype them make now sense. And to complete/New activity sets up situation where next person has no context of the action steps.