Salesperson Workbench CRM Calls and Tasks Bugs

Yahoo Archive
1
Hi,

I know this is slightly off the topic, but have you noticed if you log a Help Desk Case against a contact working for a company, in Customer Tracker, you would expect to find the Case Entry under Contacts (and maybe Company). However, if doesnt which I think is incorrect.

Thanks.




________________________________
From: bobrawilbanks <bobrawilbanks@...>
To: vantage@yahoogroups.com
Sent: Thursday, December 18, 2008 8:39:05 PM
Subject: [Vantage] Salesperson Workbench CRM Calls and Tasks Bugs


In Salesperson Workbench:
CRM Calls Tab, ALL sub-tab, no matter what call you select to UPDATE,
you will always get the first one on the list.

If you try to add a call, it doesn't ask for a quote number (in case
this needs to be tied to a quote/opportunity � and it usually does).
Shouldn't this be an option?

TASKS Tab, UPDATE button, once in Task Maintenance, the Actions/Call
Log does not work. How do you add a call to the log from here?






[Non-text portions of this message have been removed]
2
In Salesperson Workbench:
CRM Calls Tab, ALL sub-tab, no matter what call you select to UPDATE,
you will always get the first one on the list.

If you try to add a call, it doesn't ask for a quote number (in case
this needs to be tied to a quote/opportunity – and it usually does).
Shouldn't this be an option?

TASKS Tab, UPDATE button, once in Task Maintenance, the Actions/Call
Log does not work. How do you add a call to the log from here?