So that end users dont have to type in or copy/paste the same information again.
And in the similar way, if it's possible to auto-populate the Subject section of the Timeline activity.
So that end users dont have to type in or copy/paste the same information again.
And in the similar way, if it's possible to auto-populate the Subject section of the Timeline activity.
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Hi@sainyam_sandhu ,
Can you please share more details about your use-case? Do you want to auto-populate activities from any external source?
Hi@nitisha_rathi , yes, adding a template for the notes section.
For example, currently our users are adding Timeline activities either by typing in the notes (copying/pasting the template )
or using BCC to timeline feature.
Hi@sai_ram and @nitisha_rathi : Yes that's true, customized pre-defined templates help in taking down the meeting notes during customer calls. And having customized templates will help us define our own workflows