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Activity "For" field

Brian S. (Enquire Support) -

Created activities will now default to being created for the Primary Contact in the case, but with the activity for drop down, you can also choose who you would like to create the activity for!

You will find the activity For drop down located on the Activity Box on the Log Activity, Schedule, and Log a Call tabs. The For field will default to creating the activity for the Primary Contact (denoted by the round green check mark on the profile card) of the case.

primary_contact_on_case.png

To then choose the Prospect or another individual on the case, click into the For drop down and select the desired individual.

For_drop_down_case.png
 
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