4 of 4 people found this helpful
Feature Request #234850 is logged for adding the 'Schedule a Follow-up' checkbox when completing an activity in GoldMine Web. Can you log an incident with Support to request to be added to this Feature Request and to include the ability to carry over your activity notes?
This request is in an Open status for inclusion in a future release.
2 of 2 people found this helpful
my two cents: this is a great little feature that saves a few key strokes and reminds users to set up the follow up item before they move on -- can cut cycle time in sales as a best practice -- and is a great way to make sure nothing gets dropped -- and also reminds the user to get confirmation with contact on agreed next steps and time frame.