Log Improvements - Create a "Roll up" view
For each log (Text, Call, Form etc)
Create a roll up view option for each log + filter, that when clicked the activities are rolled up under each unique contact, opposed to viewing all individual activities.
Often times, when managing a pipeline a user needs to see unique contacts NOT all of a contacts activities.
I am happy to provide a mock up of this in sketch or zeplin.
I agree this would be helpful as many clients ONLY want to see a summary.
Please sign in to leave a comment.