Next steps in Freedom UI. Add email, phone, message functionality
Hi all,
we have Next steps elements in Freedom UI. But "+" creates Task by default. How can we add one more thing like create a case or send message? Is it possible in freedom UI?
Thanks in advance.
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Hello,
You can add items to the menu from the + (add) button to add things such as "Create a case" etc. However, the case won't show in the Next step list.
To add items to the list, you can do this with no code in the page designer (click the + button and add a new item to it)
Ryan
Hello,
Unfortunately, it is not yet possible to add the option of adding Emails, Calls, and Messages records via clicking on Next Step. Alternatively, you can try to perform such an action through customization in the Freedom UI designer. Add menu items to the + Next Step button and customize the opening of pages for different types of activities.
However, we have forwarded your idea to the responsible R&D team to add this functionality in future releases.
Thank you for helping us to improve our product!
Hello,
You can add items to the menu from the + (add) button to add things such as "Create a case" etc. However, the case won't show in the Next step list.
To add items to the list, you can do this with no code in the page designer (click the + button and add a new item to it)
Ryan