How would you approach this request?
Our inside team sets follow up tasks when they can’t reach someone or when they speak to a prospect and the person asks to follow up later. We’ve given the inside team a Calendar component to see all of the follow up items for that day and they’d like to be able to see recent activity with that lead/contact in the Calendar pop-up.
How would you approach presenting that information?
It’s similar to this concept but on the Calendar pop up window: http://help.skuidify.com/m/components/l/269735-add-nested-rows-to-your-table-with-drawers
Question
Add activity history to calendar pop up
+7
+17- Nintex Employee
- 3766 replies
The calendar component can take multiple models as event sources. One source could be “My calendar entries” and the second source could be “Entries with this Who_Id” You can use different background colors for each one to help your team differentiate.
+7I have 2 calendar sources now - tasks and events (both filtered by they ones they are responsible for). The events/tasks are across multiple leads/contacts so they wanted to be able to click into the task, see the notes and look at their recent activity with that specific lead/contact. Does that explain a little more clearly?
I have 10 tasks due today with 10 different people - when I click into my notes about that task, I want to see what my recent activity with that person is.
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