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Activity Flow from CRM to Projects

  • 19 January 2021
  • 1 reply
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Construction is visual whether drawings, pictures, scope of work, etc. Most of that is initiated in the beginning before the project is even created. It would be very helpful if the activities (emails, attached notes, meetings, etc.), files and notes flowed from Opportunities > Project Quote > Project > Service Management (if applicable).

This way these items do not need to be attached multiple times and the end of the chain (project manager, supervisor, foreman) can review some of the correspondence to get updated on the project.

This files/documents following the flow would also be helpful in attaching to subcontracts so they too have the info needed.

Does anyone have a way for the supporting documents in the initial opportunity to flow with the progression to projects/field service?

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Best answer by cbashir15 22 April 2021, 00:14

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I believe this would require a customization.This sounds like a great enhancement for the product and would be utilized by all.  Being able to templatize the activities would be even better!

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