Activities - Linking Spouse/Significant other
It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.
49
votes
Philip Lee
shared this idea
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Connor
commented
At the current moment, one must go to create an activity, then select "create & edit", and then search for the spouse to add them to the activity. This is very inefficient. I would like a button that one simply selects (like selecting "all day").