Touchpoint/Activity Quick Create

Some way to quickly create a touchpoint (and a corresponding activity) while at an event (game) or sales event.  Current process you have to navigate to the contact and then create the activity and then fill out all the drop downs to record the activity.  It would be great to be able to have a quick create button where I can search the contact, enter in the type of the activity & touchpoint and maybe take a few notes and save it.  The idea is to solve the absence of activity tracking (specifically touchpoints) when things are busy and or you're not at the computer and may only have an iPad.

  • Jared Carlisle
  • May 29 2018
  • Future consideration
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