I am in a Trial Version ond Creatio CRM 8.0.6. xxx Freedom UI.
In the Account section, I want to add a task for a contact. What is the fastest way to add a task. It seems the task Icon flag is missing thru this verson. There are the + sign for adding accounts, contact, cases etc. No easy and fast navigation for tasks. Did I iverlook it?
Thanks,
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Hello!
Could you please be so kind as to provide us with more details on this matter?
Screenshots are highly appreciated!
Where and how do you add activities in this contact record without using 6-10 steps?
Hello,
Thanks for your kind patience. Once you are on the desired page (as per the link you provided), you will need to go into the "edit page" (a little gear in the right upper corner), and then add "action dashboard" to the page under consideration.
Once everything is done, you will find an option (in shape of a flag), where you will be able to add activity via 1 click.
Hope that helps. Have a nice day!